Strategic Financial Advisor

1 day ago


Bengaluru, Karnataka, India beBeeFinancial Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Senior Financial Consultant

We are seeking a seasoned professional with exceptional financial planning expertise to serve as a trusted advisor to our clients.

As a senior financial consultant, you will leverage your knowledge and skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

About the Role

The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs. You will be responsible for building and maintaining strong, trust-based relationships with affluent / high-net-worth clients, identifying opportunities to deepen client relationships, and generating referrals to grow our business.

Key Responsibilities:
  • Client Relationship Management:
    • Build and maintain strong, trust-based relationships with affluent / high-net-worth clients.
    • Proactively engage with clients to understand their evolving needs and provide personalized advice.
    • Identify opportunities to deepen client relationships and generate referrals.
  • Financial Planning:
    • Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop and present comprehensive 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 regulatory guidelines.
  • Business Development:
    • Leverage existing networks and relationship-building skills to acquire new clients and expand our assets under management (AUM).
    • Represent us at industry events and seminars to enhance brand visibility and attract prospective clients.


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