Senior Financial Planning Professional

1 week ago

Jamnagar, Gujarat, India beBeeFinancialPlanning Full time ₹ 80,00,000 - ₹ 1,00,00,000
Job Overview

We are seeking a skilled Senior Financial Planning Professional to join our team. The ideal candidate will have a proven track record in financial planning and wealth management, with a strong focus on client relationships and growth.


Key Responsibilities
  • Develop and implement tailored financial plans for high-net-worth clients, leveraging expertise in financial products, tax laws, and investment vehicles.
  • Maintain strong relationships with affluent clients, providing exceptional service and building trust through proactive engagement and personalized advice.
  • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.

Required Skills and Qualifications
  • 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.

Benefits
  • 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.

Others

This role requires a dynamic and experienced professional who can build and maintain client trust, with a client-centric approach to service delivery. If you are a motivated and results-driven individual with a passion for financial planning and wealth management, we encourage you to apply.

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