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Posted in
Banking & Finance
Job Code
1426684
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 joint responsibility with the Principal Wealth Advisor 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 II.
- 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.
Exp: 3 to 5
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Posted By
159
JOB VIEWS
53
APPLICATIONS
0
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Banking & Finance
Job Code
1426684
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