Wealth Strategist

3 days ago

Allahabad, Uttar Pradesh, India beBeeRelationship Full time ₹ 90,00,000 - ₹ 1,20,00,000
Senior Financial Planner and Relationship Manager

This role involves serving as a trusted advisor to clients, utilizing expertise in financial planning and relationship management to foster strong client relationships.

A senior financial planner and relationship manager is sought to join our team. The successful candidate will be responsible for building and maintaining client relationships, providing personalized financial advice, and designing tailored financial plans.

  • Key Responsibilities:
  • Client Relationship Management:
    • Bulletproof Client Relationships through proactive engagement, addressing evolving client needs and concerns, and deepening client relationships.
    • Synthesize data from cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning to develop comprehensive financial plans.
    • Maintain portfolios optimized for tax efficiency and long-term growth while adhering to regulatory guidelines.
  • Financial Planning:
    • Design cohesive financial plans that align with clients' goals, risk tolerance, and financial circumstances.
    • Review financial plans regularly to adjust strategies as needed based on market conditions, life events, or regulatory changes.
  • Business Development:
    • Expand the firm's assets under management (AUM) by leveraging professional networks and skills to acquire new clients.
    • Promote the firm at industry events, seminars, and networking opportunities to enhance brand visibility.

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