1.0 - 3.0 years

3 - 7 Lacs

Mumbai

Work from Office

Role and Responsibilities: - 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 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.

Posted 1 month ago

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