Financial Planning Specialist

7 days ago


Coimbatore, Tamil Nadu, India beBeePrivateBanker Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

About Our Private Banking Services

We are dedicated to providing exceptional wealth management solutions to our clients. Our team of experts will work closely with you to understand your financial goals and provide tailored advice to help you achieve them.

Our private bankers will manage your day-to-day financial planning, investment management, and asset allocation tasks. They will also optimize client solutions and enhance service delivery through collaboration with other partners and the firm's resources.

Key Responsibilities

  • Developing and implementing customized financial plans to meet clients' objectives
  • Providing expert advice on investments and asset allocation
  • Managing relationships with clients to ensure long-term engagement
  • Maintaining up-to-date knowledge of market trends and regulatory requirements

Requirements

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Bachelor's degree in Finance, Economics, Business, or related field; relevant certifications such as CFA or CFP are a plus
  • Experience in the financial services industry, particularly in wealth management, is highly desirable


  • Coimbatore, Tamil Nadu, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,00,00,000

    Financial Planning SpecialistThis is a challenging opportunity to utilize your expertise in financial analysis and planning. As a Financial Planning Specialist, you will be responsible for developing and implementing financial models to support business decision-making.Conduct comprehensive financial analyses to identify trends and areas for...


  • Coimbatore, Tamil Nadu, India beBeeAccountant Full time ₹ 12,00,000 - ₹ 20,00,000

    Financial Planning Professional">This is a key role within the organization responsible for developing and executing financial accounting, planning, and analysis systems to meet business objectives.">Key Responsibilities">Financial Reporting: Prepare accurate and timely actual financial statements and reports.Forecasting: Prepare accurate and timely...


  • Coimbatore, Tamil Nadu, India beBeeHyperion Full time ₹ 1,20,00,000 - ₹ 2,10,00,000

    Job Title: Hyperion Essbase and Planning SpecialistAs a seasoned professional in financial systems, we seek a skilled individual to lead our team in developing and maintaining Hyperion Planning and Essbase applications. The ideal candidate will have extensive experience in software development and maintenance on Windows and Unix/Linux platforms.The...


  • Coimbatore, Tamil Nadu, India beBeeRelationship Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Title: Senior Financial Planner & Relationship ManagerOur company, is a leading fintech platform transforming the way Indians manage their finances. We offer smarter, faster, and more convenient financial solutions.Key Responsibilities:Build strong relationships with clients to understand their evolving needs and provide personalized advice.Conduct...


  • Coimbatore, Tamil Nadu, India beBeeFinancialPlanning Full time ₹ 18,72,000 - ₹ 25,12,000

    At Russell Tobin, we are seeking a seasoned Senior Financial Planning Analyst to join our team.The ideal candidate will have a strong background in financial planning and analysis, with a minimum of 5+ years of experience in FP&A or marketing finance.Responsibilities include:Leading financial planning, forecasting, and budgeting for the global marketing...


  • Coimbatore, Tamil Nadu, India mobi Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Overview:We are seeking a highly motivated and detail-oriented FP&A Analyst to join our dynamic Finance team. In this role, you will play a key part in driving financial planning and analysis activities, preparing financial reports to support business decision-making. This position offers an excellentopportunity to collaborate with senior...


  • Coimbatore, Tamil Nadu, India beBeeaccounting Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title:Financial Operations SpecialistWe are seeking a detail-oriented Financial Operations Specialist to manage financial transactions, prepare accurate and timely financial statements, and ensure compliance with accounting standards.Key Responsibilities:Manage financial transactions, including accounts payable and receivable, payroll, and cash...


  • Coimbatore, Tamil Nadu, India beBeeCompliance Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Summary:">We are seeking a skilled Senior Financial Compliance Specialist to join our team. The ideal candidate will have experience in financial planning, analysis, and compliance with tax laws and regulations.">Key Responsibilities:">Tax Planning and Compliance:The Senior Financial Compliance Specialist will be responsible for developing and...


  • Coimbatore, Tamil Nadu, India beBeeEpm Full time ₹ 20,00,000 - ₹ 30,00,000

    Oracle EPM Cloud Consultant Job DescriptionWe are seeking an experienced Oracle EPM Cloud consultant to join our team. This role requires a seasoned professional with expertise in designing, configuring, and optimizing financial planning, budgeting, forecasting, and consolidation processes.Main Responsibilities:Gather and analyze business requirements for...


  • Coimbatore, Tamil Nadu, India CIRCOR International, Inc. Full time

    ORGANIZATIONAL STRUCUTRE BUSINESS: CIRCOR LOCATION: COIMBATORE, INDIA DIRECT REPORTING: FINANCE CONTROLLER / DIRECTOR FUNCTIONAL REPORTING: NA POSITION DETAILS Position Summary Continuously develop and execute of financial Accounting, planning and analysis system to meet the business objectives Principal Activities Preparing accurate and timely...