Vice President, Financial Planning Director
Morgan Stanley · mumbai, IN
FinanceBanking/Financefinancial planningwealth managementtax strategiesestate planningrisk managementclient engagement
The Financial Planning Director partners with Financial Advisors to deliver personalized financial plans for high-net-worth clients. This role involves providing expertise in tax mitigation, estate planning, and risk management. The FPD will lead client-facing planning conversations and contribute to Financial Advisor development through workshops and mentoring.