Senior Certified Financial Planner

1 day ago


Jodhpur, Rajasthan, India beBeeFinancial Full time ₹ 40,00,000 - ₹ 50,00,000
Job Title:

Distinguished Financial Strategist

About the Role:

We are seeking a seasoned professional to serve as a trusted advisor to our clients, providing expert financial guidance and support.

Key Responsibilities:
  • Client Engagement:
    • Build and maintain strong 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 and present 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, adhering to regulatory guidelines.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients.
    • Represent the firm at industry events and networking opportunities.
Requirements:
  • Qualifications:
    • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board or an equivalent recognized body.
    • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Experience:
    • Minimum of 5 years of total experience in financial planning and wealth management.
    • At least 3 years of proven experience as a Relationship Manager.
  • Skills:
    • Strong knowledge of financial products and tax laws.
    • Expertise in financial planning tools and software.
    • Exceptional interpersonal and communication skills.
    • Analytical mindset with proficiency in portfolio analysis and market research.


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