Senior Financial Planning Advisor

4 hours ago

Udaipur, Rajasthan, India beBeeRelationship Full time ₹ 20,00,000 - ₹ 30,00,000

Job Title: Senior Financial Planning Professional

We are seeking an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients. In this role, 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.

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 firm's client base.

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 SEBI guidelines.

Requirements:

Qualifications:

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

Experience:

  • 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.

Skills:

  • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Expertise in financial planning tools and software.
  • Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
  • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.
  • Proven ability to build and maintain client trust, with a client-centric approach to service delivery.

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