Senior Financial Planning Consultant

6 hours ago

Dombivli, Maharashtra, India beBeeClientAdvisor Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Title:

Financial Planning Expert & Client Strategist

About the Role:

  • Build and maintain long-standing relationships with affluent clients, serving as their primary point of contact for all financial matters.
  • Proactively engage with clients to understand their evolving needs, address concerns, and provide expert guidance.
  • Identify opportunities to deepen client relationships, expand services, and generate referrals to grow our client base.

Key Responsibilities:

  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop comprehensive 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.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to industry guidelines.
  • Promote the development of a digital financial planning tool that enables DIY users to create personalized financial plans.

Skill Set:

  • Strategic relationship-building skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial planning software and tools.
  • Knowledge of tax laws and regulations.
  • Ability to analyze complex financial data.

Benefits:

  • Career advancement opportunities.
  • Comprehensive training and professional development programs.
  • A dynamic work environment.
  • Competitive compensation package.

Our Expectations:

  • Maintain the highest level of professionalism and integrity.
  • Continuously improve knowledge and skills.
  • Adhere to industry standards and best practices.

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