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  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

Join Community

Join our Mumbai Finance Community to get notified about updates and career opportunities