Senior Financial Planning and Relationship Expert

4 hours ago

Gandhinagar, Gujarat, India beBeeSeniorFinancialPlanner Full time ₹ 75,00,000 - ₹ 1,25,00,000

Job Title: Senior Financial Planner and Relationship Manager

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About the Role:

We seek a highly skilled Certified Financial Planner (CFP) with experience in relationship management to serve as a trusted advisor to clients.

Key Responsibilities:

  • Client Relationship Management:
    • Develop strong, trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
    • Engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the business.
  • Financial Planning:
    • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present customized 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 industry guidelines.
    • Lead the project of developing a tech-first financial planning tool that can be used by DIY users to create their personalized financial plan.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management (AUM).
    • Represent the organization at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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