Fintoo - Senior Financial Planner

Senior Financial Planner

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 SEBI (Securities and Exchange Board of India) guidelines.

- Lead the project of building a tech-first financial planning product that can be used by DIY users to curate their personalized financial plan.

Business Development:

- Leverage existing networks and relationship-building skills to acquire new clients and expand the firms assets under management (AUM).

- Represent the firm at industry events, seminars, and networking opportunities to enhance brand visibility and attract prospective clients.

Requirements:

Qualifications:

- Bachelors degree in finance, Economics, Business Administration, or a related field.

- Certified Financial Planner, CFA (Chartered Financial Analyst), NISM (National Institute of Securities Markets) are a plus.

Experience:

- Minimum of 2 years of experience in financial planning and wealth management in India.

- At least 2 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services.

- Demonstrated success in managing high-net-worth client relationships and growing assets under management (AUM).

Skills:

- Strong knowledge of Indian financial products, tax laws, and investment vehicles.

- Expertise in financial planning tools and software.

- Exceptional interpersonal and communication skills, with the ability to explain complex financial concepts in a clear and client-friendly manner.

- Analytical mindset with proficiency in portfolio analysis, risk assessment, and market research.

- Proven ability to build and maintain client trust, with a client-centric approach to service delivery