Qualifications:
Postgraduate, Degree in Financial Planning / Wealth Management / Finance will be preferred.
Professional Certifications preferred:
Chartered Wealth Manager (CWM®)
Certified Financial Planner (CFP®)
Chartered Financial Analyst (CFA®)
Chartered Accountant (CA)
Preferred Candidate Profile:
Candidates with prior experience in developing academic content, study material, books, presentations, or examination question banks
Candidates from financial services, edtech, or certification/training domains will be preferred
Job Summary:
We are looking for a skilled finance professional with a strong foundation in personal finance, financial planning, and wealth management. The ideal candidate should be a clear communicator, a strong content writer, and passionate about contributing to professional certification programs. Experience in estate planning, training, or curriculum development will be a plus.
Key Responsibilities:
General:
Assist in executing the Knowledge Management strategy
Track and analyze developments in Indian and global financial planning practices
Specific:
Identify and curate reliable, up-to-date content relevant to wealth and personal finance professionals
Write, edit, and update technical notes, whitepapers, practice guides, training presentations, and examination material
Engage with practitioners to understand knowledge needs and align content accordingly
Maintain and enhance the internal knowledge database and certification content
Key Skills & Competencies:
Excellent content writing, editing, and instructional design abilities
Sound understanding of financial planning, estate planning, insurance, retirement, and investment strategies
Strong analytical mindset and research capabilities
High attention to detail and ability to translate technical information into learner-friendly formats
Proficiency in Microsoft Word, PowerPoint, and Excel
Strong verbal and written communication in simple and effective English
Ability to work independently in a fast-paced, evolving environment
CONTACT URGENTLY HR : 9990157005