Senior Financial Planner

2 weeks ago


Tiruppur, Tamil Nadu, India beBeeFinancialPlanning Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Summary:

We are seeking an experienced Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build trust-based relationships with clients.

Key Responsibilities:
  • Client Relationship Management:
    • Establish and maintain long-term relationships with high-net-worth clients by providing personalized financial advice and guidance.
    • Conduct thorough financial assessments, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.
    • Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.
  • Financial Planning:
    • Monitor and review financial plans regularly, making adjustments as needed to ensure optimal results.
    • Optimize portfolios for tax efficiency and long-term growth, adhering to regulatory guidelines.
  • Business Development:
    • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals.
    • Leverage existing networks and relationship-building skills to acquire new clients and expand assets under management.


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