Wealth Advisor

You will be joining a digital family office comprising a team of over 12 CAs, CFAs, CFPs, and MBAs, dedicated to serving more than 250 clients and managing 100 crore in AUM. As a personal wealth manager, you will be responsible for addressing all aspects of clients" financial needs including investment, insurance, tax planning, and more. The core services offered by the company include Goal-Based Financial Management, Risk Mitigation & Insurance Planning, Fixed Income Investment Advisory, Loan Management & Optimization, and Cash Flow Management. Your main responsibilities will involve collaborating with the advisory team to develop individualized financial plans for clients, covering areas such as investment, retirement, estate, and tax planning while aligning with their risk profile. You will conduct in-depth analyses of clients" financial situations encompassing income, expenses, assets, liabilities, and investment portfolios. Additionally, you will share the responsibility of nurturing client relationships, understanding their financial requirements thoroughly, and offering comprehensive solutions. It will be crucial to implement action plans in line with clients" financial objectives and provide continuous support throughout the year, addressing any inquiries or concerns they may have. The ideal candidate for this role would possess a CFP/CWM or CFA certification or hold a Bachelor's/Master's degree in a commerce/management field coupled with 2-4 years of relevant work experience in Wealth Management or Financial Planning. You should demonstrate the ability to work effectively in a team-based and collaborative environment, showcasing self-motivation, flexibility, and adaptability to changing circumstances. Excellent interpersonal and communication skills are essential, along with a strong commitment to personal and professional growth and development.,