Senior Wealth Management Professional

3 days ago

Hyderabad, Telangana, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

We are currently seeking a seasoned Certified Financial Planner to fill a dynamic role as Senior Relationship Manager in our Hyderabad office.

About the Role

This is an exceptional opportunity for a skilled professional with a proven track record in financial planning, wealth management advisory, and client relationship management.

Key Responsibilities:
  • Client Management: Build strong trust-based relationships with high-net-worth clients, serving as their primary point of contact for all financial matters.
  • Financial Planning: Conduct comprehensive financial assessments, develop personalized plans, and optimize portfolios for tax efficiency and long-term growth.
  • Business Development: Leverage networks and relationship-building skills to acquire new clients and expand assets under management.
Requirements
  • Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or related field; CFP certification from FPSB India or equivalent recognized body.
  • Experience: Minimum 5 years of experience in financial planning and wealth management in India; at least 3 years of proven experience as a Relationship Manager in wealth management, private banking, or financial advisory services.
  • Skills: Strong knowledge of financial products, tax laws, and investment vehicles; expertise in financial planning tools and software; exceptional interpersonal and communication skills.

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