Senior Financial Strategist

15 hours ago

Salem, Tamil Nadu, India beBeeFinancial Full time ₹ 1,20,00,000 - ₹ 1,50,00,000
Senior Certified Financial Planner and Relationship Manager

A dynamic and experienced Certified Financial Planner (CFP) with a proven track record as a Relationship Manager is required to serve as a trusted advisor to our clients.

This role involves leveraging financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.

Key Responsibilities:
  • Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial matters.
  • Proactively engage with clients to understand their evolving needs, address concerns, and provide personalized advice.
  • Identify opportunities to deepen client relationships, cross-sell services, and generate referrals to grow the firm's client base.
  • 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 relevant regulations.
  • Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.
  • Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management (AUM).
  • Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

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