Senior Wealth Manager

2 weeks ago

Erode, Tamil Nadu, India beBeeFinancial Full time ₹ 1,44,00,000 - ₹ 2,16,00,000
Expert Financial Advisor Role

We are seeking an accomplished Certified Financial Planner (CFP) to serve as a trusted advisor to our esteemed clientele. Leveraging their extensive financial planning expertise and exceptional relationship-building skills, the ideal candidate will craft and implement bespoke financial strategies, manage client portfolios, and nurture long-term relationships.

About the Position

This is an exceptional opportunity for a highly skilled professional with a deep understanding of the financial market, regulatory environment, and client needs. The selected individual will ensure that our clients receive comprehensive and goal-oriented financial advice.

Main Responsibilities:
  • Client Relationship Management:
    • 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.

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