Strategic Financial Advisor

5 days ago

Lucknow, Uttar Pradesh, India beBeeWealthManagement Full time US$ 1,50,000 - US$ 2,50,000
Senior Wealth Management Professional

We are seeking an experienced Senior Wealth Management Professional to join our team. As a key member of our wealth management division, you will be responsible for managing high-net-worth client relationships and growing our assets under management.

  • About the Role:
  • Design and implement tailored financial plans for clients, leveraging your expertise in financial planning and wealth management.
  • Manage client portfolios, ensuring optimal investment strategies and tax efficiency.
  • Foster long-term client relationships through exceptional communication and interpersonal skills.

Key Responsibilities:

  • Client Relationship Management:
  • Build and maintain strong, trust-based relationships with affluent clients.
  • Proactively engage with clients to understand their evolving needs and provide personalized advice.
  • Identify opportunities to deepen client relationships and cross-sell services.

Financial Planning:

  • Conduct in-depth financial assessments for clients, including cash flow analysis and investment planning.
  • Develop comprehensive financial plans tailored to clients' goals and risk tolerance.
  • Monitor and review financial plans regularly, adjusting strategies as needed.
  • Optimize portfolios for tax efficiency and long-term growth.

Required Skills and Qualifications:

  • Education: Bachelor's degree in Finance, Economics, or Business Administration.
  • Certifications: Certified Financial Planner (CFP) or equivalent recognized body.
  • Experience: Minimum 5 years of experience in financial planning and wealth management.

Benefits:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.

Others:

  • Work in a dynamic and supportive team environment.
  • Contribute to shaping the future of our organization.

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