Senior Financial Planner
2 weeks ago
Job Title: Senior Certified Financial Planner
Location: Bangalore, Karnataka, India
Roles & Responsibility:
- Engage with customers to understand their financial objectives, risk tolerance, and investment preferences.
- Conduct comprehensive financial assessments to analyze clients' current financial status and develop personalized financial plans.
- Collaborate with customers to set short-term and long-term financial goals and develop strategies to achieve them.
- Provide expert advice on investment options, asset allocation, retirement planning, tax planning, and estate planning.
- Educate clients on financial concepts, investment products, and market trends to enable informed decision-making.
- Monitor clients' investment portfolios and recommend adjustments based on changes in their financial circumstances or market conditions.
- Proactively identify opportunities to optimize clients' financial plans and enhance their wealth accumulation strategies.
- Please deliver exceptional customer service by quickly addressing clients' questions, concerns, and financial planning needs.
- Stay updated on industry regulations, market developments, and best practices in financial planning to ensure compliance and deliver cutting-edge solutions.
- Collaborate with cross-functional teams to enhance user experience, and service offerings.
Qualifications:
- Certified Financial Planner (CFP) designation required.
- Bachelor's degree in finance, economics, or related field preferred.
- Proven experience in financial planning, wealth management, or investment advisory roles.
- Strong understanding of financial principles, investment products, and tax regulations.
- Excellent communication skills with the ability to articulate complex financial concepts in a clear and concise manner.
- Customer-centric approach with a passion for helping individuals achieve their financial goals.
- Analytical mindset with the ability to perform financial analysis and develop strategic recommendations.
- Proficiency in financial planning software and Microsoft Office Suite.
- Detail-oriented with strong organizational skills and the ability to manage multiple priorities effectively.
- Ethical conduct and commitment to maintaining client confidentiality.
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