Relationship Manager & Advisor - High Net-Worth

Role Overview: You will be responsible for delivering tailored financial advice and managing high-net-worth client relationships in a dual role combining financial planning and client relationship management. This role offers you the opportunity to contribute to the development of a tech-first financial planning product. Key Responsibilities: - Act as the primary advisor for affluent and HNI clients. - Build long-term, trust-based relationships with clients. - Proactively engage with clients to address financial needs and provide customized advice. - Cross-sell financial services and generate client referrals. - Conduct detailed financial assessments including cash flow, investments, taxes, retirement, and estate. - Create and present goal-oriented financial plans. - Monitor and revise plans based on market or client changes. - Optimize portfolios for long-term growth and tax efficiency. - Ensure compliance with SEBI regulations. - Lead the design of a DIY tech-enabled financial planning product. - Acquire new clients through networking and referrals. - Represent the firm at industry events and seminars to enhance visibility. - Grow the company's Assets Under Management (AUM). Qualifications: - Graduate in Finance, Economics, Business, or related fields. - Certifications such as CFP, CFA, CA, or NISM preferred. Experience: - 4 years in financial planning and wealth management. - Minimum 2 years managing HNI client relationships. - Proven track record in growing AUM. Additional Details: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. They are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Their mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all. Role Overview: You will be responsible for delivering tailored financial advice and managing high-net-worth client relationships in a dual role combining financial planning and client relationship management. This role offers you the opportunity to contribute to the development of a tech-first financial planning product. Key Responsibilities: - Act as the primary advisor for affluent and HNI clients. - Build long-term, trust-based relationships with clients. - Proactively engage with clients to address financial needs and provide customized advice. - Cross-sell financial services and generate client referrals. - Conduct detailed financial assessments including cash flow, investments, taxes, retirement, and estate. - Create and present goal-oriented financial plans. - Monitor and revise plans based on market or client changes. - Optimize portfolios for long-term growth and tax efficiency. - Ensure compliance with SEBI regulations. - Lead the design of a DIY tech-enabled financial planning product. - Acquire new clients through networking and referrals. - Represent the firm at industry events and seminars to enhance visibility. - Grow the company's Assets Under Management (AUM). Qualifications: - Graduate in Finance, Economics, Business, or related fields. - Certifications such as CFP, CFA, CA, or NISM preferred. Experience: - 4 years in financial planning and wealth management. - Minimum 2 years managing HNI client relationships. - Proven track record in growing AUM. Additional Details: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. They are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Their mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.