Senior Wealth Management Professional

1 week ago

Tirupati, Andhra Pradesh, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

Our company is a leading fintech platform transforming the way new-age Indians manage their finances.

About the Role

We are seeking an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key Responsibilities:
  • Build and maintain strong, trust-based relationships with affluent / 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 our client base.

Financial Planning:

  • 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.
  • 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 SEBI guidelines.
  • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.

Business Development:

  • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management (AUM).
  • Represent us at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements:

  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • 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).

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