Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:
Role and Responsibilities:
• Collaborate with the advisory team to create personalised 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 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
Ideal candidate:
• Academic background:
I. Chartered Accountant or II. CFP/ CWM or III. CFA Level 2 cleared/ CFA Level 3 candidates IV. Bachelors/ Masters in a commerce/management field with relevant work experience
• 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
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No. Of Vacancy
1Offered Salary
5.0 - 24.0 Lac
