
Financial Relationship Strategist
22 hours ago
We are seeking a skilled Senior Relationship Manager to join our team. The ideal candidate will have 5-12 years of experience in financial planning and wealth management advisory.
Certified Financial Planner (CFP) certification is preferred, with a graduate degree from a recognized institution.
The successful candidate will be responsible for building strong, trust-based relationships with affluent/high-net-worth clients. This includes proactive engagement to understand their evolving needs and providing personalized advice.
Key Responsibilities:- Deepen client relationships and grow the firm's client base.
- 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 are a plus.
This role offers a dynamic work environment and opportunities for career growth.
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