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Wealth Advisor

2 months ago

mumbai, India Corenza Full time

About the company:Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed Income Investment AdvisoryLoan Management & OptimizationCash Flow Management"Role and Responsibilities:• Collaborate with the advisory team to create personalised financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile.• Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios.• Take joint responsibility for managing client relationships, deeply understanding their financial needs, and providing holistic solutions.• Implement action plans in coherence with the financial plan of the clients to achieve financial objectives.• Offer continuous support to the clients throughout the year, addressing any questions, concerns, or inquiries they may haveIdeal candidate:• Academic background:CFP/ CWM or CFA candidates or Bachelors/ Masters in a commerce/management field with relevant 2-4 years of prior work experience in Wealth management / Financial planning• Ability to operate in a team-oriented and collaborative environment• Self-motivated, flexible, and adaptable in an ever-changing environment• Excellent interpersonal and communication skills• Commitment to personal and professional development