Senior Financial Planner

16 hours ago

Surat, Gujarat, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking an experienced and skilled Senior Financial Planner to join our team. As a key member of our organization, you will be responsible for designing and implementing tailored financial plans for high-net-worth clients.

The ideal candidate will have a proven track record in financial planning and wealth management, with a deep understanding of the financial market and regulatory environment. You will leverage your expertise to build strong relationships with clients, identify opportunities to deepen client relationships, and cross-sell services to grow our client base.

Key Responsibilities:
  • 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.
  • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management (AUM).
Requirements:
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body.
  • Minimum of 5 years of total experience in financial planning and wealth management in India.
  • At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
Skills:
  • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Expertise in financial planning tools and software.
  • Exceptional interpersonal and communication skills.
  • Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.

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