Experienced Certified Financial Planner

1 week ago


Belgaum, Karnataka, India beBeeRelationship Full time ₹ 12,00,000 - ₹ 18,00,000

Career Opportunity: We are seeking an experienced Certified Financial Planner with a proven track record as a Relationship Manager to serve as a trusted advisor to clients.

Key Responsibilities:

  • Client Management:
    • Build and maintain strong relationships with affluent clients, acting as their primary point of contact for all financial matters.
    • Engage with clients to understand their needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships and generate referrals.
  • Financial Advisory:
    • Conduct financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
    • Monitor and review financial plans regularly, adjusting strategies based on market conditions or life events.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to industry guidelines.
  • Business Development:
    • Leverage relationship-building skills to acquire new clients and expand assets under management.
    • Represent the organization at industry events and networking opportunities.


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