Senior Wealth Management Professional

7 hours ago

Dombivli, Maharashtra, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Job Description

The role of a Senior Financial Planner involves leveraging expertise in financial planning and relationship-building skills to design and implement tailored financial plans for affluent clients.

As a trusted advisor, the successful candidate will proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.

Key Responsibilities:

  • 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.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.

Required Skills and Qualifications

Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
Certification: Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body. Additional certifications such as CFA are a plus.

Benefits

This is a dynamic and challenging opportunity to build a rewarding career in wealth management.

Requirements

Minimum 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.

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.

Responsibilities: Client Relationship Management, Financial Planning, Business Development.

Qualifications: Education, Certification, Experience, Skills.

Experience: Total experience in financial planning and wealth management in India. Proven experience as a Relationship Manager.

  • Leadership Role

    3 days ago

    Dombivli, Maharashtra, India beBeeStrategist Full time US$ 15,000 - US$ 25,000

    Job Title: Sr Manager/ Chief Manager- Wealth ManagementThe role is focused on leading the Wealth Management team in a high-pressure environment.Key Responsibilities include:Building and maintaining strong relationships with clients to achieve business growth and deliver exceptional customer service.Leading cross-functional teams to implement new strategies,...

  • Wealth Management Expert

    3 days ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Overview:We are seeking a highly skilled Wealth Management Expert to join our team. The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).Key Responsibilities:To build and maintain strong relationships with high-net-worth individuals to...

  • Strategic Wealth Management Leader

    2 days ago

    Dombivli, Maharashtra, India beBeeManager Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Job Title:We are seeking a seasoned Senior Manager/Chief Manager to lead our wealth management team.

  • Wealth Manager

    1 day ago

    Dombivli, Maharashtra, India beBeePrivateBanking Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Our mission is to provide tailored financial solutions for entrepreneurs and high net worth individuals.About the RoleThe Private Banker will be responsible for delivering exceptional client experiences by managing their day-to-day financial planning, investment management, and asset allocation needs.This role involves working closely with clients to...

  • Real Estate Wealth Expert

    4 days ago

    Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

    Wealth Manager Position\Our organization seeks an experienced and driven individual to build a qualified pipeline of investors for our Real Estate Fund.\Job Responsibilities\\Lead Generation & Prospecting\Identify and connect with High Net-Worth Individuals (HNIs) interested in real estate investments\Generate leads through calls, emails, networking, and...

  • Personal Wealth Advisor

    7 days ago

    Dombivli, Maharashtra, India beBeeWealthManagement Full time ₹ 1,00,00,000 - ₹ 2,50,00,000

    Wealth Management OpportunitiesThis role is instrumental in acquiring and building relationships with High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) clients, providing them with a wide range of wealth solutions.The successful candidate will be responsible for selling investment products to private banking clients, generating fee...

  • Director of Wealth Development

    2 days ago

    Dombivli, Maharashtra, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Regional HeadThe Regional Head serves as a strategic leader, driving the growth and success of our Wealth Management operations.Our team aims to create an environment that fosters innovation, collaboration, and client satisfaction through effective leadership and well-planned strategies.The ideal candidate will lead a team of 12-15 members and have...

  • Product Trainer-Wealth Products

    6 days ago

    Dombivli, Maharashtra, India AUM Capital Market Private Limited Full time

    Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach...

  • Senior Financial Director

    2 days ago

    Dombivli, Maharashtra, India beBeeWealth Full time ₹ 65,00,000

    Job Title:Senior Wealth DirectorThis is a senior individual contributor role, requiring a strong personal network and deep financial expertise.About the Role:Foster long-term relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Provide expert advice to clients on wealth planning, risk management, and investment products.Main...

  • Senior Asset Management Professional

    1 week ago

    Dombivli, Maharashtra, India beBeeAsset Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Senior Asset Management ProfessionalWe are seeking an accomplished professional to fill a Senior Asset Management position. The ideal candidate will have 6+ years of experience in Asset Management, with advanced Excel proficiency and strong accounting knowledge.Key Responsibilities:Evaluate asset performance against benchmarks.Analyze financial...