Lead Financial Planner

13 hours ago


Jamnagar, Gujarat, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,50,00,000
About This Role

This role involves working as a Senior Financial Planner & Relationship Manager / Investor Advisor, providing personalized advice to clients and managing their financial portfolios.

  • Develop strong relationships with high-net-worth clients, understanding their financial goals and concerns.
  • Conduct in-depth financial assessments, including cash flow analysis, investment planning, tax optimization, and estate planning.
  • Create comprehensive financial plans tailored to client needs, risk tolerance, and market conditions.
Key Responsibilities
  • Build strong relationships with clients, identifying opportunities to deepen client relationships, cross-sell services, and generate referrals.
  • Leverage networks and relationship-building skills to acquire new clients and expand assets under management.
  • Represent the firm at industry events and seminars to enhance brand visibility and attract prospective clients.
Requirements
  • Bachelor's degree in Finance, Economics, or Business Administration.
  • Certified Financial Planner (CFP) certification from FPSB India or an equivalent recognized body.
  • 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.


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