Certified Financial Planning Professional

14 hours ago

Kollam, Kerala, India beBeeSenior Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Transform Your Career as a Senior CFP and Relationship Manager/Investor Advisor

About the Role:

Are you a seasoned Certified Financial Planner (CFP) with expertise in relationship management? Do you have a strong track record of building trust-based relationships with affluent/high-net-worth clients?

Key Responsibilities:

  • Client Engagement:
    • Establish and maintain long-term relationships with high-value clients through proactive engagement, understanding their evolving needs, addressing concerns, and providing personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to expand the client base.
  • Financial Advisory Services:
    • 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.
    • Regularly review and update financial plans to ensure they remain aligned with clients' changing needs and market conditions.
    • Optimize portfolios for tax efficiency and long-term growth while adhering to relevant regulatory guidelines.
  • Business Development:
    • Leverage professional networks and relationship-building skills to acquire new clients and expand assets under management.
    • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract potential clients.

Requirements:

  • Strong background in finance and relationship management.
  • Proven track record of building and maintaining high-value client relationships.
  • Excellent communication and interpersonal skills.
  • Adept at managing multiple priorities and meeting deadlines.

Benefits:

  • Opportunities for professional growth and development.
  • Competitive compensation package.
  • Collaborative and dynamic work environment.

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