SeniorWealthManagementSpecialist
7 days ago
Kurnool, Andhra Pradesh, India
beBeeFinancialPlanner
Full time
₹ 40,00,000 - ₹ 60,00,000
We are seeking an experienced Certified Financial Planner 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.
