Senior Financial Planner

1 day ago

Thoothukudi, Tamil Nadu, India beBeeStrategist Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Expert Wealth Strategist

Job Description

As a skilled wealth strategist, you will have the opportunity to support a number of individual clients with financial management. Our commitment is to deliver personalised, independent financial advice to each of our clients.

  • Build and develop a bank of wealth management clients.
  • Manage and support a portfolio of clients, building strong relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management solutions.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client's situation to pick the correct products and services for those client's needs.

Required Skills and Qualifications

  • A certified wealth management or financial planning qualification is essential for this role.
  • A pre-existing, transferable client book of NRI and/or HNI is also required for this role.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.

Benefits

The ideal candidate will be responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

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