Senior Financial Advisor

5 hours ago

Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,00,00,000
Financial Planner and Relationship Manager Role

We are seeking a seasoned Certified Financial Planner (CFP) to serve as a trusted advisor for our clients. In this dual role, you will 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 Job

The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

  • Key Responsibilities:
  • 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.
Required Skills and Qualifications
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certification: Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Experience: Minimum of 5 years of total experience in financial planning and wealth management in India.
Benefits
  • Demonstrated success in managing high-net-worth client relationships and growing assets under management.
  • 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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