Senior Financial Advisor

11 hours ago

Davangere, Karnataka, India beBeeFinancialAdvisor Full time ₹ 40,00,000 - ₹ 80,00,000

Job Overview

As a senior financial advisor, you will be responsible for providing expert guidance to affluent clients in India. Your role will involve leveraging your knowledge and experience to design and implement tailored financial plans that meet the unique needs of each client.

Key Responsibilities:

  • Build long-term relationships with clients by delivering personalized advice and identifying opportunities to deepen their engagement.
  • Conduct thorough financial assessments, develop comprehensive financial plans, and regularly review and update these plans to ensure optimal results.
  • Utilize your network and relationship-building skills to acquire new clients and expand assets under management.
  • Represent the organization at industry events and networking opportunities to enhance brand visibility.

Requirements:

  • 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.
  • Minimum 5 years of experience in financial planning and wealth management in India.

Skills:

  • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Expertise in financial planning tools and software.
  • Exceptional interpersonal and communication skills.
  • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.

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