Senior Certified Financial Planning Professional

1 week ago

Bikaner, Rajasthan, India beBeeFinancialPlanningSpecialist Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Title: Financial Planning Specialist

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Key Responsibilities:

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  • Client Relationship Management: Build and maintain strong, trust-based relationships with 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.">
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Financial Planning:

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  • 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 regulatory guidelines.">
  • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan">
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Requirements:

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Qualifications:

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

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  • Minimum of 5 years of total experience in financial planning and wealth management.">
  • 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.">
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Skills:

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  • 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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