Certified Financial Planner

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 planBusiness 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