Executive Financial Advisor

7 days ago


Surat, Gujarat, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 1,80,00,000
Senior Financial Planner and Relationship Expert

We are seeking an accomplished Certified Financial Planner (CFP) to serve as a trusted advisor to our affluent clients.

Main Responsibilities:
  • Client Engagement: Develop strong, long-lasting relationships with high-net-worth individuals, acting as their primary point of contact for all financial matters.
  • Needs Analysis: Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Relationship Growth: Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to expand our client base.
Financial Planning Expertise:
  • 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 relevant regulations.
  • Promote the development of a tech-first financial planning product for DIY users to create their personalized financial plans.
Business Development:
  • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management.
  • Represent our firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.


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