Senior Wealth Strategist

1 day ago

Kannur, Kerala, India beBeeSeniorFinancialPlanner Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

We are seeking a Senior Financial Planner to serve as a trusted advisor to affluent clients. The ideal candidate will leverage their 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

This is a dynamic opportunity to work with high-net-worth individuals, providing personalized advice and guidance on financial matters. The successful candidate will have a strong understanding of Indian financial products, tax laws, and investment vehicles.

Key Responsibilities:
  • Client Relationship Management:
    • Build and maintain strong relationships with high-net-worth clients, acting as their primary point of contact for all financial matters.
    • Engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Dive deeper into client relationships, cross-sell services, and generate referrals to grow the firm's 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 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 SEBI guidelines.
    • 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 the firm's assets under management (AUM).
    • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
    Requirements:
    • Qualifications:
      • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
      • Certified Financial Planner (CFP) certification from FPSB India or an equivalent recognized body (preferred).
      • Additonal certifications like CFA, NISM are a plus.
    • Experience:
      • Minimum 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.
      • Demonstrated success in managing high-net-worth client relationships and growing AUM.
    • Skills:
      • Strong knowledge of Indian financial products, tax laws, and investment vehicles.
      • Expertise in financial planning tools and software.
      • Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
      • 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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