Senior Wealth Strategist

1 week ago

Solapur, Maharashtra, India beBeeCertified Full time ₹ 75,00,000 - ₹ 1,25,00,000
Financial Advisor Opportunity

About the Role:

Hireginie is seeking a dynamic and experienced Certified Financial Planner (CFP) to serve as a trusted advisor to clients.

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

Key Responsibilities:

  • Client Relationship Management:
    • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients.
    • 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.
  • 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 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.

  • Experienced Wealth Strategist

    1 week ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 20,00,000 - ₹ 30,00,000

    Job Title: Experienced Wealth Strategist As a trusted advisor, you will work closely with high-net-worth clients to understand their evolving needs and provide personalized advice to help them achieve their long-term goals. This involves conducting in-depth financial assessments, developing tailored financial plans, and implementing strategies to optimize...

  • Wealth Management Strategist

    1 week ago

    Solapur, Maharashtra, India beBeeLeadership Full time ₹ 15,00,000 - ₹ 25,00,000

    The Regional Head plays a pivotal role in driving our Wealth Management operations forward.Key leadership attributes, such as collaborative vision and innovative strategies, are essential for creating an environment of growth and fostering enduring relationships within the organization.This involves developing strategic plans for Wealth Management,...

  • Wealth Manager

    1 week ago

    Solapur, Maharashtra, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000

    Job OverviewWe are seeking a seasoned wealth manager to join our esteemed team. The ideal candidate will possess excellent relationship-building skills and be responsible for cultivating strong ties with high net worth individuals.Key Responsibilities:Manage a portfolio of affluent clients to achieve revenue targets and drive business growthDevelop and...

  • Chief Wealth Strategist for High-Value Relationships

    2 weeks ago

    Solapur, Maharashtra, India beBeeSenior Full time ₹ 1,60,00,000 - ₹ 2,02,50,000

    Senior Portfolio Manager – Ultra High Net Worth ClientsWe are seeking an accomplished Senior Portfolio Manager to lead our efforts in managing high-value relationships and driving growth in our Premier Client Group. As a seasoned professional, you will be responsible for creating tailored wealth management strategies that cater to the unique financial...

  • Senior Wealth Product Trainer

    2 weeks ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

    We are seeking an experienced Product Specialist to deliver comprehensive training sessions on wealth management products, solutions, and services. This role involves mentoring and enabling Relationship Managers to quickly become profitable centers while ensuring they possess the necessary knowledge, tools, and certifications.About the RoleThe ideal...

  • Senior Tax Strategist

    2 weeks ago

    Solapur, Maharashtra, India beBeeTax Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title: Senior Tax StrategistWe are seeking a highly skilled and experienced Senior Tax Strategist to join our team. In this role, you will be responsible for developing and implementing comprehensive tax strategies for clients.Key Responsibilities:Prepare and review complex federal and state tax returns, including Forms 1040, 1065, 1120, and...

  • Senior Financial Strategist

    2 weeks ago

    Solapur, Maharashtra, India beBeeWealth Full time ₹ 60,00,000 - ₹ 1,50,00,000

    Our company seeks a Wealth Manager who can deliver high-quality financial services to individual clients.We are looking for an experienced professional who has a certified qualification in wealth management or financial planning and can build strong relationships with our clients.As a Wealth Manager, you will be responsible for managing and supporting a...

  • Senior Creative Strategist

    1 week ago

    Solapur, Maharashtra, India beBeeInterior Full time ₹ 9,00,000 - ₹ 12,00,000

    We are seeking a talented Senior Creative Strategist to join our design team, working closely with senior designers and project managers to develop innovative interior design concepts for corporate projects.Key ResponsibilitiesDevelop and present concept designs tailored to client needs.Generate fresh ideas for various projects, incorporating industry trends...

  • Senior Financial Strategist

    6 days ago

    Solapur, Maharashtra, India beBeeFinance Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Description:We are seeking a highly skilled Senior Financial Strategist to join our team.About the Role:This is an exceptional opportunity for a seasoned financial professional to take on a leadership role in driving business growth and profitability.Develop and implement strategic financial plans that align with business objectives.Analyze financial...

  • Key Job Title: Visionary Brand Strategist

    1 week ago

    Solapur, Maharashtra, India beBeeStrategist Full time ₹ 13,50,000 - ₹ 2,02,50,000

    Job Opportunity: Visionary Brand StrategistWe are seeking an exceptional Senior Creative Strategist to spearhead innovative campaigns for diverse clients.