Senior Financial Strategist

9 hours ago

Guntur, Andhra Pradesh, India beBeeFinancial Full time ₹ 30,00,000 - ₹ 40,00,000
Senior Financial Planner

We are seeking a seasoned and experienced Senior Certified Financial Planner with a strong background in wealth management advisory to take on key challenges in our financial services organization.

  • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present customized financial plans tailored to clients' goals, risk tolerance, and financial circumstances.

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.

Main Responsibilities:
  • Build and maintain strong relationships with affluent/high-net-worth clients as their primary point of contact for all financial matters.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.
Additional Responsibilities:
  • Leverage technical expertise to design and implement cutting-edge financial solutions for clients.
  • Collaborate with cross-functional teams to develop innovative financial products and services.

Key Skills:

  • Deep understanding of financial markets, regulations, and industry trends.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

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