Senior Financial Advisor

12 hours ago


Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 90,00,000 - ₹ 1,35,00,000
Job Title

Senior Financial Advisor & Portfolio Manager

Role Overview

We are seeking an experienced and dynamic Certified Financial Planner to serve as a trusted advisor to our clients.

In this role, you will leverage your financial planning expertise to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key ResponsibilitiesClient Relationship Management:
  • Build and maintain strong, trust-based relationships with high-net-worth clients.
  • Engage with clients to understand their evolving needs and provide personalized advice.
  • Identify opportunities to deepen client relationships and cross-sell services.
Financial Planning:
  • Conduct in-depth financial assessments for clients, including cash flow analysis and investment planning.
  • Develop comprehensive financial plans tailored to clients' goals and risk tolerance.
  • Monitor and review financial plans regularly, adjusting strategies as needed.
Business Development:
  • Leverage networks and relationship-building skills to acquire new clients.
  • Represent the firm at industry events and networking opportunities.


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