Principal Wealth Advisor/Wealth Advisor

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 Management

- Risk Mitigation & Insurance Planning

- Fixed Income Investment Advisory

- Loan Management & Optimization

- Cash 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 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 have.

Ideal candidate:

Academic background:

- Chartered Accountant or CFP/CWM or CFA Level 2 cleared/CFA Level 3 candidates.

- Bachelors/ Masters in a commerce/management field with relevant work experience

- 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