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The Financialist - Principal Wealth Advisor

The Financialist - Principal Wealth Advisor

The Financialist

10 - 14 years

12 - 22 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

Finance Wealth Management Financial advisor Principal wealth advisor Personal Finance

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Job Type

Full Time

Job Description

Role and Responsibilities: -Work with Wealth Advisors (junior team members) to execute the operations. -Collaborate with the advisory team to create personalized 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 client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors. -The Principal Wealth Advisor along with the advisory team will be responsible 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 continous support to the clients throughout the year, addressing any questions. Work experience: -Relevant work experience with wealth/financial planning products or in client-facing wealth management -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 Academic background: Chartered Accountant or Top Tier MBA (Optional) CFP/ CWM or CFA Level 2 cleared/ CFA Level 3 candidates

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The Financialist - Principal Wealth Advisor