CFP & Relationship Manager / Investment Advisor

About the job

Our Client: Is a leading fintech platform transforming the way new-age Indians manage their finances. By leveraging technology, we offer smarter, faster, and more convenient financial solutions. Job Title: CFP & Relationship Manager / Investment Advisor Experience: 2-6 years in financial planning and wealth management advisory Education: Graduate, CFP/CFA/CA preferred Locations: Gurgaon About the Role: We are looking for a dynamic and experienced investment advisory with a proven track record. As a Relationship Manager to serve as a trusted advisor to our clients. In this dual role, you will leverage your 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: • Client Relationship Management: • 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. 2. 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. 3. Business Development: • 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. Requirements: Qualifications: • Bachelor’s 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: • At least 4 years of proven experience as a Relationship Manager, preferably in wealth management, private banking, or financial advisory services in India. • 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 (e.g. mutual funds, ULIP’s, PMS, AIF & REITs). • 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.

Requirements

• Financial Planning
• Client Relationship Management
• Investment Advisory

Qualifications

• Bachelor’s degree in Finance
• Economics
• Business Administration
• Certified Financial Planner
• CFA
• NISM

Preferred Technologies

• Financial Planning
• Client Relationship Management
• Investment Advisory

About the company

Our Client is a leading fintech platform transforming the way new-age Indians manage their finances.