Experienced Financial Planning Strategist Wanted

2 days ago

Kannur, Kerala, India beBeeStrategist Full time ₹ 80,00,000 - ₹ 1,00,00,000
Job Overview

We are seeking a seasoned Financial Planning Strategist to spearhead our clients' financial well-being.

This role demands expertise in relationship management and financial planning, with a focus on delivering tailored solutions that cater to clients' evolving needs.

The ideal candidate will possess exceptional communication skills, an in-depth understanding of the financial market, and the ability to foster long-term client relationships.

Key Responsibilities:
  • Client Relationship Management:
    • Develop and maintain strong relationships with high-net-worth clients, serving as their primary point of contact for all financial matters.
    • Engage proactively with clients to understand their needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships and cross-sell services.
  • Financial Planning:
    • Conduct thorough financial assessments for clients, 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 as needed based on market conditions and life events.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to regulatory guidelines.
    • Lead the project of creating a tech-first financial planning product for DIY users.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management.
    • Represent us at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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