Requirement of Trainer for Investment Advisory Session Freelance Professional

About the Client : The client is a large Indian infrastructure development organization with international operations.

About the Project: The client is organizing an offsite for their Legal and IT teams in Coorg from 19th – 22nd February 2025 and requires a trainer for a session on investment options. The training should focus on:

– How to choose the right investment options.

– Deciding when to switch between investment categories.

– Understanding the power of compounding and other related topics.

The participants (with 10-15 years of experience) have a basic understanding of finance, mutual funds, and various investment categories.

Qualification Requirements:

1. Should have had at least 15 years of experience as a private wealth manager banker.

2. The professional should have been a practitioner of the topic who is actively managing the investments for HNI and Retail clients.

3. Professional certifications such as CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or CWM (Chartered Wealth Manager) will be welcome.

4. Prior experience in documentation, good communication skills and an attention to detail.

5. The domain expert should be adept at Microsoft Word and Microsoft Excel as the submissions will be required in soft copy as per template shared.

6. Good quality English