This role is for one of our clients

Industry: Financial Services Seniority level: Mid-Senior level

Experience: 3+ yrs

Location: Mumbai

Job Type: Full-time

This role is part of the advisory team that provides clients with comprehensive financial planning for their overall financial well-being. The advice should follow financial planning principles and take each client’s risk profile, goals and milestones into account.

The Principal Wealth Advisor assesses a client’s needs across retirement, education, home buying, vacation planning, budgeting, debt reduction and wealth maximisation.

ROLES & RESPONSIBILITIES

• 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.
• Support clients throughout the year.

QUALIFICATIONS & REQUIREMENTS

Academic background

• Chartered Accountant or top-tier MBA (mandatory), together with one of the following:
• CFP or CWM; or
• CFA Level 2 cleared / CFA Level 3 candidate.

Work experience

• Relevant experience in wealth management, financial planning products or a client-facing wealth role.
• Comfortable working in a collaborative, team-oriented environment.
• Self-motivated, flexible and adaptable.
• Strong interpersonal and communication skills.
• Committed to personal and professional development.

LOCATION

Full-time role based in Mumbai. Candidates should be comfortable working from the Andheri office.

Must-have skills ---------------------

Personal Financial Planning Good-to-have skills -------------------------

Financial planner, financial advisory

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.