Dynamic Senior Financial Advisor

4 days ago


Gurgaon, India beBeeInvestment Full time

Senior Investment Advisor RoleOur client is a leading fintech platform transforming the way Indians manage their finances.We seek an experienced investment advisory professional to serve as a trusted advisor to clients.About the Position:Client Interaction and Relationship Building:Develop strong, long-lasting relationships with high-net-worth individuals, acting as their primary point of contact for all financial matters.Engage proactively with clients to comprehend their evolving needs, address concerns, and provide personalized advice.Financial Planning and Analysis:Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.Design and present tailored financial plans addressing clients' objectives, risk tolerance, and financial circumstances.Business Development and Growth:Utilize existing networks and relationship-building expertise to acquire new clients and expand assets under management (AUM).



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