Principal Wealth Advisor

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

• 3–6 yrs of experience
• CFA
• Wealth management
• Budgeting
• Chartered Accountant or MBA or CFA

What you get

• ₹10 L–₹50 L a year