Experienced Financial Advisor

1 week ago

Dindigul, Tamil Nadu, India beBeeCertified Full time ₹ 15,00,000 - ₹ 25,00,000

We are seeking a seasoned and experienced Certified Financial Planner to join our team as a trusted advisor for affluent/high-net-worth clients. This dynamic role requires leveraging financial planning skills and relationship-building abilities to design tailored financial plans, manage client portfolios, and foster long-term relationships.

  • Key Responsibilities:
  • Build strong trust-based relationships with high net worth clients acting as primary point of contact for all financial matters.
  • Proactively engage with clients to understand 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 Objectives:

  • 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.

Business Development Goals:

  • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management AUM.
  • Represent the firm at industry events seminars and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements:

  • Certified Financial Planner CFP certification from the FPSB India or equivalent recognized body.
  • Additional certifications such as CFA NISM are a plus.
  • Minimum 5 years of total experience in financial planning and wealth management in India.
  • At least 3 years of proven experience as a Relationship Manager in wealth management private banking or financial advisory services.

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