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Digital Family Office, Principal Wealth Advisor / Wealth Advisor, 2-8 yrs experience

  • Mumbai

Job ID : 2358

About Company

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:

  • Goal-Based Financial Management
  • Risk Mitigation & Insurance Planning
  • Fixed Income Investment Advisory
  • Loan Management & Optimization
  • Cash Flow Management"

Job Description

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 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

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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Education Qualification

  • CA Drop out (Semi-qualified Chartered Acc)
  • MBA/ PGDM (Master of Business Administration)

Job Type

Full Time


  • No. Of Vacancy

  • Offered Salary

    6 - 16 Lac
  • Experience

  • Industry

    Private Equity (PE)/ Venture Capital (VC)

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