Portfolio Manager

CFP & Sr. Relationship Manager / Investment Advisor

Our Client

Job Title: CFP & Sr. Relationship Manager / Investment Advisor

Experience: 4-8 years in financial planning and wealth management advisory

Education: Graduate, CFP/CFA/CA preferred

Locations: Gurgaon

About the Role:

record. As a Relationship Manager, I 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. The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented financial advice.

Key Responsibilities:

1. 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.

1. 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.

1. 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 are a plus.

Experience:

• Minimum of 4 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 financial products, tax laws, and investment vehicles. (e.g., mutual funds, ULIPs, PMS, 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.