▷ (02/09/2025) Certified Financial Planner & Relationship Manager/Investor Advisor (3-8 yrs)

Job Title: CFP & Relationship Manager/Investor Advisor

Experience: 3-8 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 Certified Financial Planner (CFP) 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:

Education: Bachelor's 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 (mandatory).

- Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.

Experience:

- Minimum of 5 years of 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