
Expert Financial Solutions Specialist
4 hours ago
We are seeking a seasoned financial expert to join our team as a Senior Financial Strategist. This role offers the opportunity to leverage your extensive experience in financial planning and wealth management to drive business growth and deliver exceptional results.
- Key Responsibilities:
- Develop and implement comprehensive financial strategies tailored to clients' unique needs and goals.
- Build and maintain strong relationships with clients, providing personalized advice and guidance to help them achieve their financial objectives.
- Leverage your expertise to identify new business opportunities and expand assets under management.
Requirements:
- Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field, Certified Financial Planner (CFP) certification.
- 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.
- Skills:
- Strong knowledge of financial products, expertise in financial planning tools and software, exceptional interpersonal and communication skills.
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