Senior Financial Strategist

2 days ago

Coimbatore, Tamil Nadu, India beBeeRelationship Full time ₹ 1,50,96,000 - ₹ 2,09,04,000

Job Title: Senior Financial Planner & Business Growth Specialist

About the Opportunity:

We are seeking an experienced and dynamic financial professional to serve as a trusted advisor to our clients. In this key role, you will leverage your expertise in financial planning and business development to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key Responsibilities:

  • Client Relationship Management:
    • Build and maintain strong, trust-based relationships with affluent/high-net-worth clients, acting as their primary point of contact for all financial matters.
    • Proactively 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 our client base.
  • Financial Planning:
    • 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.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.
    • Lead projects focused on building innovative financial planning solutions that cater to individual needs.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management (AUM).
    • Represent our firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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