Senior Financial Strategist

1 day ago

Udaipur, Rajasthan, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,00,00,000

High Net Worth Financial Strategist

We seek an experienced Senior Financial Planner to spearhead our clients' financial futures. The ideal candidate will possess a proven track record as a Relationship Manager and Certified Financial Planner (CFP) with in-depth knowledge of the Indian financial market and regulatory environment.

This role involves leveraging expertise in financial planning and relationship-building skills to craft tailored financial solutions, manage client portfolios, and foster long-term partnerships.

Key Responsibilities:

  • BUILD AND MAINTAIN STRONG RELATIONSHIPS WITH AFFLUENT/HIGH-NET-WORTH CLIENTS.
  • CONDUCT IN-DEPTH FINANCIAL ASSESSMENTS FOR CLIENTS, INCLUDING CASH FLOW ANALYSIS, INVESTMENT PLANNING, TAX OPTIMIZATION, RETIREMENT PLANNING, AND ESTATE PLANNING.
  • DEVELOP AND PRESENT COMPREHENSIVE FINANCIAL PLANS TAILORED TO CLIENTS' GOALS, RISK TOLERANCE, AND FINANCIAL CIRCUMSTANCES.

Requirements:

  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • A minimum of 5 years of total experience in financial planning and wealth management in India.
  • A proven ability to build and maintain client trust, with a client-centric approach to service delivery.

The successful candidate will be able to adapt to our team's dynamic environment and work collaboratively to deliver exceptional results.

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