Senior Financial Services Manager

5 days ago

Nellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

We are seeking a seasoned Certified Financial Planner to serve as a trusted advisor to our clients.

About the Role:

This dual position requires leveraging your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key Responsibilities:
  • Client Relationship 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 business.
  • 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 relevant guidelines.
  • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
  • Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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