Senior Wealth Management Professional
2 days ago
Our company is a leading fintech platform transforming the way Indians manage their finances.
By leveraging technology, we offer smarter, faster, and more convenient financial solutions. With over ₹1000 crore in monthly investments and 2 million+ transactions, we hold a significant share of the online investment market.
Job Description:
As a dynamic and experienced Certified Financial Planner (CFP), you will serve as a trusted advisor to our clients, leveraging your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.
- 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 our client base.
Financial Planning:
- 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 SEBI guidelines.
Business Development:
- Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management (AUM).
- Represent us at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
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.
- Additional certifications such as CFA 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 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 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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