CFP & Relationship Manager / Investment Advisor

Our Client: Is a leading fintech platform transforming the way Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.Job Title: CFP & Relationship Manager / Investment AdvisorExperience: 4-8 years in financial planning and wealth management advisoryEducation: Graduate, CFP/CFA/CA preferredLocations: GurgaonAbout the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships. The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.Key Responsibilities:- Client Relationship Management:- Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters. - Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice. - Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.- Financial Planning:- Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning. - Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances. - Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes. - Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines. - Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.- Business Development:- Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM). - Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.Requirements:Qualifications:- Bachelor's degree in Finance, Economics, Business Administration, or a related field. - Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (Institute of Securities Markets) are a plus.Experience:- Minimum of 4 years of experience in financial planning and wealth management in India. - At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services. - Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).Skills:- Strong knowledge of financial products, tax laws, and investment vehicles. (e.g. mutual funds, ULIP's, PMS, REITs) - Expertise in financial planning tools and software. - Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner. - Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research. - Proven ability to build and maintain client trust, with a client-centric approach to service delivery.About Hireginie:Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.