Posted By
156
JOB VIEWS
30
APPLICATIONS
0
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Banking & Finance
Job Code
1442686
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 :
I. Chartered Accountant or II. CFP/ CWM or III. 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
Didn’t find the job appropriate? Report this Job
Posted By
156
JOB VIEWS
30
APPLICATIONS
0
RECRUITER ACTIONS
See how you stand against competition
Pro
View Insights
Posted in
Banking & Finance
Job Code
1442686
Featured Institute
Download the iimjobs app to
apply for jobs anywhere, anytime
Download on
App Store
Get it on
Google Play
Scan to Download