Company Description

Private Wealth & Family Office Platforms

Role Description

This is a full-time role for a Private Wealth Advisor located in Mumbai, Delhi, Bangalore, Kolkatta. The Private Wealth Advisor will be responsible for financial planning, business relationship management.

Qualifications
• Financial Planning and Investments skills
• Business Relationship Management skills
• Estate Planning and Certified Financial Planner skills
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Knowledge of financial markets and investment products
• Ability to build and maintain client relationships
• Bachelor's degree in Finance, Economics, or related field