Provides comprehensive, goal-based wealth planning and advisory services to high-value clients. Develops strategies covering investments, retirement, tax, estate planning, budgeting, debt management, and wealth creation. Assesses financial positions, risk profiles, portfolios, and life goals; reviews advisors’ work; builds client relationships; explains recommendations; monitors implementation; and updates plans as circumstances change.
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ญ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ฎ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ญ๐ฑ-๐ฎ๐ฑ ๐๐ฃ๐)
Experience: 5+ yrs
Location: Mumbai
Job Type: Full-time
We are looking for an experienced Principal Wealth Advisor to provide comprehensive, goal-based financial planning and wealth advisory services to high-value clients. The role focuses on understanding each clientโs financial objectives, risk profile, current financial position, and long-term milestones to develop practical and personalised wealth strategies.
You will work across investment planning, retirement planning, tax and estate considerations, budgeting, debt management, and long-term wealth creation. The ideal candidate will combine strong financial planning expertise with excellent client-management skills and the ability to translate complex financial concepts into clear, actionable advice.
Requirements
Key Responsibilities
- Work closely with Wealth Advisors and the advisory team to deliver high-quality financial planning and wealth advisory services.
- Develop comprehensive financial plans covering investments, retirement, tax, estate planning, budgeting, debt management, and wealth creation.
- Assess clientsโ financial positions, including income, expenses, assets, liabilities, cash flows, and investment portfolios.
- Evaluate client risk profiles, financial objectives, life goals, and key milestones when developing recommendations.
- Review and validate financial planning work prepared by Wealth Advisors to ensure accuracy, quality, and alignment with client requirements.
- Build and maintain trusted relationships with clients through regular communication and ongoing financial guidance.
- Understand clientsโ changing financial circumstances and proactively identify relevant planning opportunities.
- Translate financial analysis and recommendations into clear, practical, and actionable strategies.
- Develop and implement action plans based on clientsโ financial objectives and agreed recommendations.
- Monitor implementation of financial plans and coordinate with relevant stakeholders where required.
- Support clients throughout the year and review financial plans as their circumstances, goals, or risk profiles evolve.
- Collaborate with internal teams to ensure a consistent, high-quality client advisory experience.
- Maintain appropriate documentation and ensure financial planning recommendations are well-supported and aligned with established advisory principles.
- Stay current with developments in financial planning, investment products, taxation, retirement planning, and wealth management practices.
What Makes You a Great Fit
- 5+ years of relevant experience in wealth management, financial planning, investment advisory, private wealth, or a closely related client-facing financial role.
- Chartered Accountant (CA) or MBA from a leading business school is mandatory.
- Additionally, one of the following qualifications is required or strongly preferred:
- CFP (Certified Financial Planner) or CWM (Chartered Wealth Manager); or
- CFA Level II cleared or CFA Level III candidate.
- Strong understanding of comprehensive financial planning and wealth management principles.
- Experience analysing investments, financial statements, cash flows, assets, liabilities, and client portfolios.
- Strong understanding of risk profiling and goal-based financial planning.
- Ability to develop practical financial strategies across investments, retirement, tax, estate planning, and wealth creation.
- Experience in a client-facing wealth advisory environment with strong relationship-management responsibilities.
- Excellent interpersonal, communication, presentation, and client-management skills.
- Strong analytical and problem-solving abilities with exceptional attention to detail.
- Ability to explain complex financial concepts clearly to clients and other stakeholders.
- Strong collaborative mindset with the ability to work effectively with Wealth Advisors and multidisciplinary advisory teams.
- Self-motivated, adaptable, and comfortable taking ownership of client outcomes and advisory responsibilities.
- Strong commitment to continuous learning and professional development.
- Willingness to work full-time from the Andheri office in Mumbai.
Similar Jobs
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Supports sourcing strategies for fats, oils, and other spend categories across AMEA markets. Responsibilities include procurement analytics, productivity and margin initiatives, supplier negotiations, contract compliance, contingency planning, OTIF improvement, food safety certification oversight, sustainability programs, supplier relationship management, and cross-functional collaboration with Finance and procurement stakeholders.
Top Skills:
Contract Lifecycle Management (Clm)
Financial Services
Manages end-to-end trade processing, including order entry, execution, settlement, asset and cash monitoring, and operational controls. Leads a diverse team, applies automation and data analysis to improve trading systems, identifies risks and trends, and communicates insights to senior stakeholders. Drives continuous improvement, innovation, and strategic alignment across trading services operations.
Top Skills:
AIMachine Learning
Financial Services
The Quality Analyst designs and executes manual and automated testing for blockchain applications and financial workflows. Responsibilities include functional, integration, regression, API, end-to-end, performance, load, security, and penetration testing; validating smart contracts, ledger transactions, data integrity, and settlement workflows; managing test plans, defects, traceability, and audit evidence; and collaborating with developers, product owners, and analysts in Agile and Scrum environments.
Top Skills:
BlockchainCucumberDistributed Ledger TechnologyEthereumGitHyperledgerJavaJavaScriptJenkinsJIRAPlaywrightPostmanPythonRest AssuredSeleniumSmart ContractsSQL
What you need to know about the Mumbai Tech Scene
From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.
