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Sr. CFP

4 weeks ago

Gurugram, India Hireginie Talent Cloud Full time

Requirements:

Qualifications:

  • Education: Bachelors degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred).
  • Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.

Experience:

  • Minimum of 5 years of total experience in financial planning and wealth management in India.
  • At least 3 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.
  • Proven ability to build and maintain client trust, with a client-centric approach to service delivery