Senior Financial Planning Specialist

11 hours ago

Gulbarga, Karnataka, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Financial Planning Professional

We are seeking a highly skilled Financial Planning Professional to join our team.

The ideal candidate will have a strong background in financial planning and wealth management, with excellent communication skills and the ability to build strong relationships with clients.

Responsibilities:

  • Conduct comprehensive financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
  • Develop and present personalized financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Monitor and review financial plans regularly, adjusting strategies as needed based on market conditions, life events, or regulatory changes.
  • Optimize portfolios for tax efficiency and long-term growth, adhering to relevant regulations.

Requirements:

  • 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.
  • Minimum of 5 years of total experience in financial planning and wealth management in India.
  • At least 3 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.
  • Strong knowledge of financial products, tax laws, and investment vehicles.
  • Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and concise manner.

Benefits:

  • Opportunity to work with a dynamic team and contribute to the growth of the organization.
  • Competitive compensation package and benefits.
  • Continuous professional development and training opportunities.

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