
Senior Financial Strategist
2 days ago
We are seeking a seasoned financial planning and client advisory professional to manage high net worth individual portfolios and drive long-term financial success for clients.
Key Responsibilities:- Establish strong, trusting relationships with high net worth individual clients.
- Develop comprehensive financial plans covering investments, taxation, retirement, and estate planning.
- Monitor, review, and optimize portfolios for performance and compliance.
- Contribute to the development of digital-first financial planning tools.
- Drive new client acquisition and grow assets under management through exceptional advisory services.
- Graduate degree in finance or economics with chartered financial planner certification preferred.
- Minimum 5 years of experience in wealth management or financial advisory.
- At least 3 years of experience managing high net worth client relationships.
- Strong knowledge of mutual funds, portfolio management services, real estate investment trusts, unit linked insurance plans, and indian tax laws.
- Excellent communication, analytical, and relationship management skills.
Our company offers a collaborative and dynamic work environment that fosters growth and development.
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