The Financialist - Principal Wealth Advisor

Role and Responsibilities:
-Work with Wealth Advisors (junior team members) to execute the operations.
-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 client's financial situations, covering income, expenses, assets, liabilities and investment portfolios. This will primarily entail reviewing work performed by Wealth Advisors.
-The Principal Wealth Advisor along with the advisory team will be responsible 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 continous support to the clients throughout the year, addressing any questions.

Work experience:
-Relevant work experience with wealth/financial planning products or in client-facing wealth management
-Ability to operate in a team-oriented and collaborative environment
-Self motivated, flexible and adaptable in an ever-changing environment
-Excellent interpersonal and communication skills
Commitment to personal and professional development

Academic background:

Chartered Accountant or Top Tier MBA (Optional)

CFP/ CWM or

CFA Level 2 cleared/ CFA Level 3 candidates