Senior Financial Planning Manager

4 hours ago

Jaipur, Rajasthan, India beBeeRelationship Full time ₹ 40,00,000 - ₹ 50,00,000
Job Title: Senior Financial Planning Manager

Overview:

  • Lead the delivery of tailored financial planning services to high-net-worth clients.

Responsibilities:

  1. Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  2. Develop and present comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  3. Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  4. Optimize portfolios for tax efficiency and long-term growth, adhering to industry standards.

Requirements:

  • Qualifications:
    • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
    • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (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 (AUM).
  • 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 concise manner.
    • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.

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