Independent Financial Planner / Wealth Manager / Insurance Advisor

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the the client's needs, goals and objectives. Specializing in both personal financial planning and general insurance.