CFP & Sr. Relationship Manager _ Investment Advisor

4 weeks ago

Gurugram, India Hireginie Full time

Job Title: CFP & Sr. Relationship Manager / Investment Advisor

Experience: 4-8 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

About 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 Indian 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 (National 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 Indian 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.

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