Senior Financial Planner

10 hours ago

Kottayam, Kerala, India beBeeFinancialPlanner Full time ₹ 20,00,000 - ₹ 25,00,000

Job Summary:

We are seeking a seasoned Senior Financial Planner and Relationship Expert to join our team. As a trusted advisor, you will leverage your expertise in financial planning and relationship-building to deliver exceptional results.

Main Responsibilities:

  • Financial Planning:
    • Develop and implement comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Conduct thorough financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  • Client Relationship Management:
    • Build and maintain strong, trust-based relationships with 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 the firm's client base.
  • 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:

  • Education:
    • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certifications:
    • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body (preferred).
    • Additional certifications such as CFA (Chartered Financial Analyst), NISM are a plus.
  • Experience:
    • 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.
    • Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).

Skills:

  • Financial Knowledge:
    • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Communication Skills:
    • Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.
  • Analytical Skills:
    • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.

Benefits:

  • Competitive Salary:
    • A competitive salary package that reflects your expertise and experience.
  • Opportunities for Growth:
    • A dynamic work environment that offers opportunities for growth and professional development.

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