Strategic Financial Advisor

1 day ago

Meerut, Uttar Pradesh, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 2,00,00,000

Seeking a seasoned Financial Planner

We are on the lookout for an experienced and dynamic Certified Financial Planner (CFP) with a strong track record in Relationship Management to serve as a trusted advisor to our clients.

This dual role requires leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

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

Key Responsibilities:
  • Client Relationship Management:
    • 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.
  • Financial Planning:
    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • 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.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.
    • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management.
    • Represent us at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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