Certified Financial Planner
Job Overview
As we expand our vision, we’re building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight.
We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients.
Key Responsibilities:
- Wealth & Investment Advisory
- Develop customized financial plans aligned with clients’ life goals, liquidity needs, and risk profiles
- Provide advice across asset classes including equities, fixed income, AIFs, PMS, real estate, insurance, and private equity
- Support in asset allocation, portfolio rebalancing, and wealth performance reporting
- Financial Planning & Cash Flow Management
- Create and manage comprehensive plans covering retirement planning, education funding, lifestyle budgeting, and liquidity events (business exits, inheritance)
- Estate & Succession Planning
- Coordinate with internal legal/tax teams to structure Wills, family trusts, and succession frameworks
- Advise clients on inter-generational transfer strategies and asset titling
- Family Governance & Advisory
- Support clients in building family charters, investment committees, and governance protocols
- Facilitate family meetings, strategy workshops, and philanthropic planning
- Client Management & Reporting
- Track and report portfolio performance, financial goal alignment, and compliance requirements
- Interface with investment managers, tax advisors, and legal professionals as needed
Qualifications:
- LL.B. from a top-tier law school (LL.M./CS a plus)
- 4–5 years of experience in:
- Corporate law & M&A
- Family office or private client practice
- Legal advisory in law firms or investment environments
Location: Connaught Place, Delhi
Commitment: Full-time
Work Days & Time: Monday to Friday, 9:30 AM – 6:00 PM
How to Apply:
Send your resume to anjeet.khandelwal@akcjventures.com with the subject title clearly marked “CFP”.
It is important to provide the correct subject title else your mail may get lost.