Financial Strategist

2 weeks ago


Jaipur, Rajasthan, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,00,00,000

Transforming financial futures requires a visionary approach to wealth management.

As a seasoned Certified Financial Planner (CFP), you will play a pivotal role in crafting bespoke strategies that align with the aspirations of our discerning clients.

The ideal candidate will possess an in-depth understanding of the Indian financial landscape, regulatory frameworks, and the nuances of high-net-worth client relationships.

Key responsibilities include:

  • Strategic Relationship Management: Foster lasting connections with affluent clients, engaging them through empathetic communication, and delivering personalized advice to fortify their financial futures.
  • Comprehensive Financial Planning: Conduct exhaustive financial assessments, develop sophisticated plans tailored to individual needs, and monitor progress to optimize portfolio performance and ensure long-term growth.

Requirements:

  • Education: Bachelor's degree in Finance, Economics, or related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or equivalent recognized body preferred.
  • Additional certifications such as CFA (Chartered Financial Analyst) are a plus.

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