Senior Wealth Planner & Client Advisory Manager - FinTech & WealthTech Platform

What You'll Do?

- Build & nurture strong relationships with HNI clients.

- Create holistic financial plans (investments, taxation, retirement, estate planning).

- Monitor, review & optimize portfolios for performance and compliance.

- Contribute to the development of digital-first financial planning tools.

- Drive new client acquisition and grow AUM through advisory excellence.

Who we are looking for ?

- Graduate in Finance/Economics (CFP preferred; CFA/CA/NISM a plus).

- 5+ years in wealth management / financial advisory.

- 3+ years managing HNI client relationships.

- Strong knowledge of mutual funds, PMS, REITs, ULIPs, and Indian tax laws.

- Excellent communication, analytical, and relationship management skills.