As a CFP & Sr. Relationship Manager / Investment Advisor at our leading fintech platform, you will play a pivotal role in transforming the financial management landscape for our clients. Your primary responsibilities will revolve around client relationship management, financial planning, and business development. **Role Overview:**
In this dual role, you will serve as a trusted advisor to affluent/high-net-worth clients, leveraging your financial planning expertise to design and implement tailored financial plans. Your goal will be to foster long-term client relationships by providing personalized financial advice and addressing their evolving needs. **Key Responsibilities:**
**Client Relationship Management:**
Build and maintain strong, trust-based relationships with clients, acting as their primary point of contact for all financial matters. - Proactively engage with clients to understand their needs, address concerns, and provide personalized advice. - Identify opportunities to deepen client relationships, cross-sell services, 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 based on market conditions, life events, or regulatory changes. - Lead the project of building a tech-first financial planning product for DIY users. - **Business Development:**
Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management. - Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. **Qualifications Required:**
Bachelor's degree in Finance, Economics, Business Administration, or related field. - Certified Financial Planner, CFA, NISM certifications are a plus. - Minimum 5 years of experience in financial planning and wealth management in India. - At least 4 years of proven experience as a Relationship Manager in wealth management or financial advisory services. Join us at Hireginie, a prominent talent search company dedicated to connecting top talent with leading organizations. We offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all. As a CFP & Sr. Relationship Manager / Investment Advisor at our leading fintech platform, you will play a pivotal role in transforming the financial management landscape for our clients. Your primary responsibilities will revolve around client relationship management, financial planning, and business development. **Role Overview:**
In this dual role, you will serve as a trusted advisor to affluent/high-net-worth clients, leveraging your financial planning expertise to design and implement tailored financial plans. Your goal will be to foster long-term client relationships by providing personalized financial advice and addressing their evolving needs. **Key Responsibilities:**
**Client Relationship Management:**
Build and maintain strong, trust-based relationships with clients, acting as their primary point of contact for all financial matters. - Proactively engage with clients to understand their needs, address concerns, and provide personalized advice. - Identify opportunities to deepen client relationships, cross-sell services, 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 based on market conditions, life events, or regulatory changes. - Lead the project of building a tech-first financial planning product for DIY users. - **Business Development:**
Leverage existing networks and relationship-building skills to acquire new clients and expand the firm's assets under management. - Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients. **Qualifications Required:**
Bachelor's degree in Finance, Economics, Business Administration, or related field. - Certified Financial Planner, CFA, NISM certifications are a plus. - Minimum 5 years of experience in financial planning and wealth management in India. - At least 4 years of proven experience as a Relationship Manager in wealth management or fin
