High Net Worth Client Advisor

16 hours ago

Tiruchi, Tamil Nadu, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Senior Financial Planner & Relationship Manager

We are seeking a dynamic and experienced financial professional to serve as a trusted advisor to our clients. As a Senior Financial Planner & Relationship Manager, you will leverage your expertise in financial planning and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

About the Role:

  • Establish 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.

Key Responsibilities:

Client Relationship Management:
  • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present customized 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.
Financial Planning:
  • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant guidelines.
  • Lead the development of a cutting-edge financial planning product that can be used by individuals to curate their personalized financial plans.

Requirements:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from a recognized body (preferred).
  • Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.
  • Minimum of 5 years of total 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).

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