Wealth Advisor

As a personal wealth manager at the digital family office, you will be part of a team dedicated to serving multiple clients and managing a significant amount in assets under management (AUM). Your role will involve addressing various financial needs of clients, including investment strategies, insurance solutions, tax planning, and more. The company offers services such as Goal-Based Financial Management, Risk Mitigation & Insurance Planning, Fixed Income Investment Advisory, Loan Management & Optimization, and Cash Flow Management. Your key responsibilities will include: - Collaborating with the advisory team to create personalized financial plans for clients - Conducting detailed analyses of clients" financial situations, covering income, expenses, assets, liabilities, and investments - Nurturing client relationships, understanding their financial requirements, and providing comprehensive solutions - Implementing action plans aligned with clients" financial goals and offering continuous support throughout the year The ideal candidate for this role should have: - CFP/CWM or CFA certification, or a Bachelor's/Master's degree in a commerce/management field - 2-4 years of relevant work experience in Wealth Management or Financial Planning - Ability to work effectively in a team-based and collaborative environment - Strong interpersonal and communication skills - Commitment to personal and professional growth and development,