Expert Senior Certified Financial Strategist

13 hours ago

Gulbarga, Karnataka, India beBeeFinancialPlanning Full time ₹ 60,00,000 - ₹ 75,00,000
Senior Certified Financial Planner

We are seeking a dynamic and experienced Senior Certified Financial Planner to join our team as a Relationship Manager.

In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans for our clients.

  • Critical Skills:
  • Skill 1: Client Relationship Management, acting as the primary point of contact for all financial matters.
  • Skill 2: Proactive Engagement, engaging with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Skill 3: Business Development, identifying opportunities to deepen client relationships and grow the firm's client base.
  • Main Responsibilities:
  • Task 1: Financial Planning, conducting in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Task 2: Plan Presentation, developing and presenting comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Task 3: Portfolio Optimization, monitoring and reviewing financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  • Additional Duties:
  • Duty 1: Brand Representation, representing the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
  • Duty 2: Technology Integration, leveraging technology to build a personalized financial planning product for DIY users.

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