Senior Wealth Management Professional

20 hours ago

Mangalore, Karnataka, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,02,50,000
Senior Financial Planner and Relationship Manager

Key responsibilities of this role include leveraging financial planning expertise to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

About the Role:
  • Establish trust-based relationships with affluent / high-net-worth clients, serving as their primary point of contact for all financial matters.
  • Conduct thorough 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 while adhering to regulatory guidelines.
Requirements:
  • Certified Financial Planner (CFP) certification from a recognized body preferred.
  • A 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.

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