Portfolio Manager

CFP & Sr. Relationship Manager / Investment Advisor

Our Client
is a leading fintech platform transforming the way they 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 & 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 advisor with a proven track record

record. As a Relationship Manager, I 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:

1. Client Relationship Management:

2. Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.

3. Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.

4. Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.

5. Financial Planning:

6. Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.

7. Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
8. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
9. Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI (Securities and Exchange Board of India) guidelines.

10. Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.

11. Business Development:

12. Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).

13. 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 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, ULIPs, 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.