Executive Financial Advisor

23 hours ago

Vellore, Tamil Nadu, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 40,00,000
Career Opportunity

At Hireginie, we're seeking a dynamic and experienced Certified Financial Planner (CFP) to join our team as a financial advisor. In this pivotal role, you will leverage your expertise in financial planning and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

About the Role:
  • Leverage your financial planning expertise and relationship-building skills to serve as a trusted advisor to clients.
  • Design and implement holistic and goal-oriented financial advice for affluent/high-net-worth clients.
  • Foster long-term client relationships by understanding their evolving needs, addressing concerns, and providing personalized advice.
Key Responsibilities:Client Relationship Management:
  • Build and maintain strong, trust-based relationships with high-net-worth clients.
  • Proactively engage with clients to understand their evolving needs and provide personalized advice.
  • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
Financial Planning:
  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present 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 SEBI guidelines.
  • Lead the project of building a tech-first financial planning product for DIY users.
Business Development:
  • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management.
  • Represent Hireginie at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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