Senior Financial Planner and Relationship Manager

1 day ago

Allahabad, Uttar Pradesh, India beBeeSeniorFinancialPlanner Full time ₹ 1,00,00,000 - ₹ 2,25,00,000

Job Title: Senior Financial Planner and Relationship Manager

Job Description:

We are seeking a highly experienced and skilled Senior Financial Planner and Relationship Manager to serve as a trusted advisor to our clients. As a senior professional in this field, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

This role requires a deep understanding of the Indian financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:
  • Client Acquisition and Management: Build and maintain strong, trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
  • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
  • Financial Planning and Portfolio Management: 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.
  • Strategic Growth: Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
Requirements:
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred).
  • Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.
  • Minimum of 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 (AUM).

The ideal candidate will possess exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.

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