Private 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 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 IV. 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