Chief Financial Strategist

7 days ago


Ghaziabad, Uttar Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Senior Financial Planner & Relationship Manager/Investor Advisor

We are seeking an experienced Senior Financial Planner to join our team as a Relationship Manager and Investor Advisor. The ideal candidate will have strong financial planning skills, excellent communication and interpersonal skills, and the ability to build and maintain strong relationships with clients.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for individual and business clients.
  • Build and maintain strong relationships with existing clients, ensuring high levels of customer satisfaction.
  • Provide expert advice on investments, risk management, and estate planning.
  • Collaborate with other financial advisors and professionals to deliver integrated solutions.

Requirements:

  • Minimum 5 years of experience in financial planning and wealth management.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to work independently and as part of a team.

Benefits:

  • Competitive salary and bonus structure.
  • Ongoing training and professional development opportunities.
  • Collaborative and dynamic work environment.

What We Offer:

We offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off. Our company culture values work-life balance, innovation, and continuous learning.



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