About the job
At Weblee Technologies, we are seeking a dedicated and driven Wealth Planning Officer (WPO) to join our dynamic team in Mumbai. The ideal candidate will play a pivotal role in assisting clients with their wealth management needs, providing tailored advice and solutions to help them achieve their financial goals.
As a WPO, you will be responsible for building and maintaining relationships with clients, understanding their unique financial situations, and developing personalized wealth strategies. This role requires a strong analytical mindset, excellent communication skills, and a passion for helping others succeed financially.

