Principal Wealth Advisor

19 hours ago

Mumbai, Maharashtra, India The Financialist Full time ₹ 15,00,000 - ₹ 30,00,000 per year

Role and Responsibilities:

-Work with Wealth Advisors (junior team members) to execute the operations.

-Collaborate with the advisory team to create personalized 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 client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors.

-The Principal Wealth Advisor along with the advisory team will be responsible 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 continous support to the clients throughout the year, addressing any questions.

Work experience:

-Relevant work experience with wealth/financial planning products or in client-facing wealth management

-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

Academic background:

Chartered Accountant or Top Tier MBA (Optional)

CFP/ CWM or

CFA Level 2 cleared/ CFA Level 3 candidates

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