Company Description Waterfront Capital is a leading wealth management company in India, offering a broad range of financial services, including equity investments, loans, insurance, succession planning, fixed income products, and residency programs. The firm focuses on helping clients achieve their financial goals through tailored, innovative solutions. Waterfront Capital emphasizes personalized financial strategies that reflect each client’s objectives and risk profile. The company operates with a strong commitment to transparency, integrity, and trust, ensuring a high standard of service. Prospective team members can expect a client-centric environment that values long-term relationships and professional excellence. Role Description The Personal Financial Advisor is a full-time, on-site role based in our Mumbai office @ Marathon Futurex, Lower Parel. The advisor will meet with clients to assess financial goals, current assets, liabilities, and risk tolerance, and will design personalized financial plans covering investments, insurance, retirement, and succession planning. Daily responsibilities include monitoring portfolios, recommending adjustments, and explaining financial products in clear, accessible terms. The advisor will prepare reports, maintain accurate client records, and stay current on market trends, regulatory changes, and new financial products.



The role also involves collaborating with internal teams to deliver integrated solutions and participating in client outreach and relationship-building activities. Qualifications
• Robust foundation in Finance and Financial Services, with the ability to explain complex concepts clearly and responsibly.
• Applied expertise in Financial Planning and Personal Finance, including budgeting, risk management, and goal-based planning.
• Experience or training in Retirement Planning, with the ability to design long-term strategies aligned with client life stages.
• Excellent analytical, quantitative, and problem-solving skills, with attention to detail and accuracy.
• Effective communication and interpersonal skills, with a client-focused approach and high ethical standards.
• Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA) are an advantage.
• Proficiency in spreadsheets and financial planning tools, and familiarity with Indian financial products and regulations.
• Ability to work on-site in Mumbai, manage multiple client relationships, and adapt to a fast-paced, collaborative environment. No Work from Home possible.
• Do not apply, if you are not stationed in Mumbai. We are only conducting face to face interviews @ our office in Lower Parel.

📌 Personal Financial Advisor (Mumbai)
🏢 Waterfront Capital
📍 Mumbai