Senior Financial Strategist

11 hours ago


Alwar, Rajasthan, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 10,80,000
Job Title: Senior Financial Planner

Transform your career in financial planning by leveraging your expertise to design and implement tailored financial plans, manage client portfolios, and foster long-term relationships.

About the Role:
  • Craft comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Develop strong trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
Requirements:
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Minimum of 5 years of total experience in financial planning and wealth management in India.
  • Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).


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