High Net Worth Financial Advisor

13 hours ago

Vizag, Andhra Pradesh, India beBeeFinancialAdvisor Full time ₹ 90,00,000 - ₹ 1,20,00,000
Senior Relationship Manager Position

We are seeking a skilled and experienced Senior Relationship Manager to serve as a trusted advisor to our clients in the fintech industry.

The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

The key responsibilities of this role include:

  • Client Relationship Management:
    • Building and maintaining strong, trust-based relationships with affluent / high-net-worth clients.
    • Engaging with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identifying opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
  • Financial Planning:
    • Conducting in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Developing and presenting comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitoring and reviewing financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
    • Optimizing portfolios for tax efficiency and long-term growth, adhering to relevant guidelines.
    • Leveraging technology to develop innovative financial planning solutions.
  • Business Development:
    • Pursuing new business opportunities and expanding existing client relationships.
    • Representing the organization at industry events, seminars, and networking opportunities.

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