Principal Wealth Advisor
MumbaiOn-siteFull-time
AI Summary
Advises high-net-worth clients on wealth management strategies, investment portfolios, and financial planning.
About this role
This role is for one of our clients
Industry: Financial Services
Seniority level: Mid-Senior level
Experience: 5+ yrs
Location: Mumbai
Job Type: Full-time
Skills
Asset AllocationClient Relationship ManagementEstate PlanningFinancial ModelingFinancial PlanningInvestment ManagementPortfolio AnalysisRegulatory ComplianceRisk AssessmentTax Planning
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