Wealth Management Professional

6 days ago

Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 4,00,00,000
Senior Financial Advisor - Wealth Management

We are seeking a seasoned Senior Financial Advisor to join our team and play a pivotal role in shaping the financial futures of high-net-worth individuals.

This is an exciting opportunity to leverage your expertise in wealth management, financial planning, and relationship-building to drive business growth and client satisfaction.

  • Key Responsibilities:
  • Develop and implement tailored financial plans for affluent clients, incorporating cash flow analysis, investment planning, tax optimization, and retirement planning.
  • Conduct in-depth financial assessments, including portfolio analysis, risk assessment, and market research, to identify opportunities for growth and risk mitigation.
  • Maintain strong relationships with clients through proactive engagement, personalized advice, and exceptional customer service.
  • Identify opportunities to cross-sell services and generate referrals, driving business growth and expanding our client base.
  • Financial Planning Expertise:
  • Certified Financial Planner (CFP) certification or equivalent recognized body.
  • Demonstrated success in managing complex financial situations, including asset allocation, estate planning, and tax optimization.
  • Expertise in financial planning tools and software, with proficiency in portfolio analysis and risk assessment.
  • Business Development Skills:
  • Leverage industry connections and networking skills to acquire new clients and expand our assets under management (AUM).
  • Represent our organization at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
  • Requirements:
  • Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Minimum 5 years of total experience in financial planning and wealth management, with at least 3 years as a Relationship Manager.
  • Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).

This is an excellent opportunity to join a forward-thinking organization that prioritizes innovation and customer satisfaction. If you are a motivated and results-driven professional with a passion for financial planning and wealth management, we encourage you to apply for this challenging and rewarding role.

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