Senior Fintech Financial Planning Specialist

2 days ago


Jodhpur, Rajasthan, India beBeeFinancialAdvisor Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Our client is a leading fintech platform transforming the way Indians manage their finances. By leveraging technology, we offer smarter, faster and more convenient financial solutions.

About the Role:

This role involves leveraging your expertise in financial planning to serve as a trusted advisor to our clients.

Key Responsibilities:
  • Build strong relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning and tax optimization.
  • Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance and financial circumstances.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to regulatory guidelines.
Requirements:
  • 4-12 years experience in financial planning and wealth management advisory
  • Graduate, Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) preferred
Preferred Location:

Gurgaon



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