Senior Financial Strategist

2 days ago


Bharatpur, Rajasthan, India beBeeCertified Full time ₹ 40,00,000 - ₹ 70,00,000

We are seeking a seasoned Certified Financial Planner to serve as a trusted advisor to our clients.

This is an exciting opportunity to leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

About the Role:

As a dynamic and experienced Relationship Manager, you will be responsible for building and maintaining strong, trust-based relationships with affluent/high-net-worth clients.

You will proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.

Key Responsibilities:
  • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients.
  • 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.
Financial Planning Expertise:
  • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • 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 the firm's assets under management (AUM).


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