Senior Financial Planner

6 hours ago

Mount Abu, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Senior Financial Planner Job Opportunity

Establish a rewarding career as a senior financial planner by joining our esteemed organization. As a senior relationship manager, you will serve as a trusted advisor to high-net-worth clients, providing holistic and goal-oriented financial advice.

The ideal candidate will possess a deep understanding of the financial market, regulatory environment, and client needs. They will be responsible for building and maintaining strong relationships with affluent clients, identifying opportunities to deepen these relationships, and cross-selling services to grow the firm's client base.

  • Key Responsibilities:
  • Client Relationship Management:
    • Develop and maintain trust-based relationships with high-net-worth individuals.
    • Proactively engage with clients to understand their evolving needs and provide personalized advice.
    • Identify opportunities to expand client relationships, improve customer satisfaction, and increase revenue growth.
  • Financial Planning:
    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Regularly review and adjust financial plans based on market conditions, life events, or regulatory changes.
    • Optimize portfolios for tax efficiency and long-term growth while adhering to SEBI guidelines.
  • Business Development:
    • Utilize relationship-building skills to acquire new clients and expand the firm's assets under management.
    • Represent the firm at industry events and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements:

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from the FPSB India or an equivalent recognized body is preferred.
  • Additional certifications such as CFA (Chartered Financial Analyst), NISM are a plus.

Experience:

  • Minimum 5 years of total experience in financial planning and wealth management in India.
  • At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
  • Demonstrated success in managing high-net-worth client relationships and growing assets under management.

Skills:

  • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Expertise in financial planning tools and software.
  • Exceptional interpersonal and communication skills.
  • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
  • Proven ability to build and maintain client trust.

  • Financial Planner and Cost Controller

    1 day ago

    Mount Abu, Rajasthan, India beBeeCost Full time ₹ 18,00,000 - ₹ 24,00,000

    Job Title: Financial Planner and Cost ControllerWe are seeking a skilled financial planner and cost controller to join our team. The ideal candidate will have experience in evaluating tenders, collaborating with design teams, and finalizing project concepts.Key Responsibilities:Evaluate tenders from various sources and assess their feasibilityCollaborate...

  • Senior Financial Planner

    1 week ago

    Mount Abu, Rajasthan, India beBeeFinance Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    \Job Summary:\This is a key leadership position within the organization, overseeing financial planning and analysis, budgeting processes, and financial reporting.\\Key Responsibilities:\\Develop and implement financial plans, ensure compliance with regulatory and accounting standards, manage taxation activities, and conduct cost analyses.\\Provide strategic...

  • Elevate Your Career as a Senior Financial Advisor

    2 days ago

    Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Senior Financial Planner PositionWe seek a seasoned professional to serve as a trusted advisor for high-net-worth clients.Key Responsibilities:Client Relationship Management:Establish and maintain strong relationships with affluent clients through proactive engagement and personalized advice.Identify opportunities to deepen client relationships and generate...

  • Lead Financial Planner

    2 days ago

    Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 18,00,000 - ₹ 25,20,000

    Senior Financial Analyst OpportunityAs a seasoned financial analyst, you will play a pivotal role in developing and managing financial plans and forecasts for various business units.Develop Strategic Financial Models: Create comprehensive financial models to support strategic initiatives and assess various financial scenarios.Track Key Performance Indicators...

  • Senior Financial Planner

    2 days ago

    Mount Abu, Rajasthan, India beBeeTaxation Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Job Title: Financial StrategistWe are seeking a highly skilled and experienced financial strategist to join our finance and advisory team.The ideal candidate will be responsible for preparing and analyzing financial reports, tax compliance, and supporting project financing through detailed reports and financial models.The successful candidate will have...

  • Senior Financial Planner

    1 week ago

    Mount Abu, Rajasthan, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Job Title: Finance ManagerJob Summary:This role involves leading financial operations, reporting, and compliance processes. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to collaborate with cross-functional teams.Key Responsibilities:Manage budgeting, forecasting, and cash flow processes.Prepare...

  • High-Level Financial Planner

    2 days ago

    Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 15,50,200 - ₹ 21,19,300

    Senior Financial Planning Analyst PositionWe are seeking a highly skilled financial planning professional to lead financial planning, analysis, and budgeting for the global marketing organization.The ideal candidate will have 5+ years of experience in FP&A or financial analysis, with expertise in financial planning, forecasting, and budgeting.The successful...

  • Senior Financial Planner

    1 day ago

    Mount Abu, Rajasthan, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,00,000

    Finance Operations Manager Job Description:The role of a Finance Operations Manager involves overseeing and managing all aspects of finance operations within a hotel or resort setting.Accounts Management: Responsible for maintaining accurate and up-to-date financial records, including accounts payable, accounts receivable, and payroll.Credit Management:...

  • Financial Strategist

    1 week ago

    Mount Abu, Rajasthan, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,25,00,000

    Personalized Wealth Management StrategiesWe deliver tailored wealth management solutions designed to meet our clients' unique financial needs and goals.Our services cover a range of areas including portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance.This role involves understanding and addressing clients'...

  • Business Financial Planner

    4 days ago

    Mount Abu, Rajasthan, India beBeeFinance Full time ₹ 20,00,000 - ₹ 25,00,000

    Financial Expert RoleWe are pioneers in AI business automation and AI-driven SaaS platforms. Our mission is to push the boundaries of what's possible with tech, offering agile, secure, and impactful solutions that streamline operations and elevate customer experiences.This role requires strong analytical skills and financial analysis proficiency as well as...