Senior Wealth Advisor

2 days ago

Ellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
About This Role

We are seeking a seasoned Certified Financial Planner to serve as a trusted advisor to our clients.

As a key member of our team, you will leverage your expertise in financial planning and relationship-building skills to deliver tailored financial solutions, 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 the firm's client base.
  • 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.
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.
Requirements
  • Certified Financial Planner certification from the Financial Planning Standards Board India or an equivalent recognized body.
  • Minimum 5 years total experience in financial planning and wealth management in India.
  • At least 3 years proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.

The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

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