Investor Advisor

Our Client Is a leading fintech platform transforming the way new-age Indians 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 Relationship Manager Investor AdvisorExperience 3-8 years in financial planning and wealth management advisory Education Graduate CFP CFA CA preferredLocations GurgaonAbout 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 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 ref updazz com