Senior Certified Financial Planner

15 hours ago


Thiruvananthapuram, Kerala, India beBeeCertifiedFinancialPlanner Full time ₹ 80,00,000 - ₹ 2,00,00,000

We are seeking a seasoned Financial Planner to spearhead the development of tailored financial plans for clients.

The ideal candidate will possess in-depth knowledge of the Indian financial market and regulatory environment, ensuring seamless execution of financial planning projects.

Key responsibilities include designing and implementing comprehensive financial plans, managing client portfolios, and nurturing long-term relationships with clients.

A minimum of 5 years of experience in financial planning and wealth management in India is required, along with at least 3 years of proven experience as a Relationship Manager.

This role involves optimizing portfolios for tax efficiency and long-term growth, adhering to SEBI guidelines.

In addition, the successful candidate will lead the project of building a tech-first financial planning product for DIY users.

Candidates should be well-versed in financial planning strategies, portfolio management, and relationship-building techniques.



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