07 Aug
|
The Financialist
|
Mumbai
07 Aug
The Financialist
Mumbai
Role and Responsibilities:
Collaborate with the advisory team to create personalized 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.
📌 Wealth Advisor Mumbai
🏢 The Financialist
📍 Mumbai