Wealth Strategist

2 weeks ago

Agra, Uttar Pradesh, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

As a leading fintech firm, we are seeking an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.

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.

We are looking for a dynamic and experienced Relationship Manager with a proven track record in managing high-net-worth client relationships and growing assets under management.

Key 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 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.

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