Strategic Financial Planner

5 days ago

Dehra Dūn, Uttarakhand, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

Unlock Your Potential as a Financial Strategist

  • Create customized financial plans for High Net Worth clients and develop lasting relationships.
  • Deliver exceptional service to acquire, manage, and retain these relationships, driving growth and client satisfaction.

Key Responsibilities:

  • Pursue and establish strong ties with Affluent & Super Affluent clients.
  • Maintain and expand existing client relationships, generating new opportunities from preferred clients.
  • Advise Affluent & Super Affluent clients on investment strategies and manage their overall financial portfolio.
  • Monitor the Affluent & Super Affluent Client segment in the market for potential new business opportunities.
  • Stay informed about current investment opportunities and market trends.

Requirements:

  • Proven experience working in Private Banking or Wealth Management.
  • Selling of financial products: Mutual Funds, PMS, Structured Products.
  • Strong analytical skills and ability to collaborate within teams.
  • A stable career track record, with at least 3-4 years of stability.

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