Strategic Wealth Development Professional

2 days ago

Kozhikode, Kerala, India beBeeRelationship Full time ₹ 1,81,76,000 - ₹ 2,19,20,000
Senior Financial Manager

We are seeking an experienced professional to fill the role of Senior Financial Manager.

About the Role:

The ideal candidate will have a proven track record in financial planning and wealth management advisory, with a strong understanding of the financial market and regulatory environment.

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 business.
  • 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.

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