Expert Financial Advisor

2 days ago

Kanpur, Uttar Pradesh, India beBeePortfolio Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

We are a leading fintech platform transforming the way Indians manage their finances.

Job Title:

Senior Financial Planning Expert & Portfolio Manager

About the Role:

We are seeking a highly skilled Certified Financial Planner (CFP) with a proven track record in relationship management to serve as a trusted advisor to our clients. As a dual role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Main 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.
  • Financial Planning: Conduct in-depth financial assessments, develop and present comprehensive financial plans, and optimize portfolios for tax efficiency and long-term growth.
  • Business Development: Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management.
Requirements:
  • Qualifications: Bachelor's degree in Finance, Economics, Business Administration, or a related field; CFP certification from an equivalent recognized body.
  • Experience: Minimum of 5 years of total experience in financial planning and wealth management; At least 3 years of proven experience as a Relationship Manager.

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