Principal Wealth Advisor
MumbaiFull-time3–6 yrs10 L–₹50 L a yearPosted over a month ago
Mid-level finance role at Weekday AI in Mumbai. Needs 3+ years and a CA, MBA or CFA. Pays ₹10–50 LPA.
About the role
We are looking for an experienced Principal Wealth Advisor to provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each client’s financial objectives, risk profile, current financial position, and long-term milestones to develop practical and personalised wealth strategies.
What you'll do
- Work with Wealth Advisors to execute advisory operations
- Collaborate with the advisory team to prepare financial plans covering investments, retirement, estate and tax planning, based on each client’s risk profile
- Review clients’ income, expenses, assets, liabilities and investment portfolios. This includes reviewing work completed by Wealth Advisors
- Manage client relationships, understand their financial needs and provide holistic solutions
- Implement action plans based on clients’ financial plans and objectives
What you need
- CFA
- Wealth management
- Budgeting