Senior Financial Planner

17 hours ago


Malappuram, Kerala, India beBeeFinancial Full time ₹ 1,80,00,000 - ₹ 2,40,00,000
Job Opportunity

We are seeking an experienced and skilled Certified Financial Planner to join our team as a Relationship Manager. As a trusted advisor, you will be responsible for designing and implementing tailored financial plans, managing client portfolios, and fostering long-term relationships.

This is a unique opportunity to leverage your expertise in financial planning and relationship-building skills to drive growth and success. You will work closely with clients to understand their evolving needs, address concerns, and provide personalized advice.

Main Responsibilities
  • Client Relationship Management:
    • Develop and maintain strong, trust-based relationships with affluent/high-net-worth clients.
    • Proactively engage with clients to understand their needs and provide tailored solutions.
    • Foster long-term relationships through exceptional customer service and continuous communication.
  • Financial Planning:
    • Conduct comprehensive financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present customized financial plans aligned with 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.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management.
    • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

The ideal candidate will possess excellent communication and interpersonal skills, with a proven track record of delivering results-driven solutions. If you are a motivated and experienced professional looking for a challenging role, we encourage you to apply.



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