Senior Wealth Strategist

2 days ago

Thoothukudi, Tamil Nadu, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000
Expert Financial Advisor Wanted

We seek a seasoned Certified Financial Planner (CFP) with expertise in relationship management to serve as a trusted advisor to our clients.

This senior role requires leveraging financial planning acumen and interpersonal skills to craft and implement tailored financial plans, oversee client portfolios, and nurture long-term client relationships.

  • Client Relationship Management:
    • Establish strong, trust-based connections with high-net-worth clients, serving as their primary point of contact for all financial matters.
    • Engage proactively with clients to comprehend evolving needs, address concerns, and provide personalized guidance.
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to expand the client base.
  • Financial Planning:
    • Conduct thorough financial assessments for clients, encompassing cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop comprehensive financial plans tailored to clients' objectives, 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 standards.
    • Lead the project of developing a tech-enabled financial planning product that can be used by DIY users to create their personalized financial plan.
  • Business Development:
    • Utilize existing networks and relationship-building skills to acquire new clients and expand the 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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