Financial Planning Expert

16 hours ago

Vellore, Tamil Nadu, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 3,00,00,000
Senior Financial Planner Role

The role of Senior Financial Planner involves delivering expert financial planning and wealth management advisory services to high-net-worth clients. This position requires a deep understanding of the Indian financial market, regulatory environment, and client needs.

Key responsibilities include:

  • Client Relationship Management:
  • Develop and maintain strong 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 the firm's 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 SEBI (Securities and Exchange Board of India) guidelines.
  • Business Development:
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements:

  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Certified Financial Planner (CFP) certification from the Financial Planning Standards Board (FPSB) India or an equivalent recognized body(preferred).
  • Additional certifications such as CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.
  • Experience: 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.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop actionable recommendations.
  • Excellent communication and interpersonal skills, with the ability to build trust-based relationships with clients and colleagues alike.
  • Ambitious and results-driven professional with a passion for delivering exceptional client service and driving business growth.

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