Senior Financial Consultant

UrbanHiring · recruiting for a confidential client

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Listing updated

Pay
₹70,000–1 lakh a month
Location
Kolkata, West Bengal
Work mode
Hybrid
Job type
Full time
Experience
5–10 yrs
Category
Finance

In hand: about ₹63,100–90,200 a month after PF and income tax (estimate). How it's worked out

Our client is seeking a Senior Financial Consultant to provide expert financial advice and strategies to our clients. Leverage your expertise to drive financial growth.

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About the role

Our client, a leading financial consultancy based in Kolkata, is excited to announce an opening for a Senior Financial Consultant. In this pivotal role, you will be responsible for providing expert financial advice and developing tailored strategies that meet the unique needs of our diverse client base. Your extensive knowledge in financial planning and investment strategies will be essential in guiding clients through their financial journeys.

As a Senior Financial Consultant, you will leverage your expertise to drive financial growth for our clients. You will conduct thorough assessments of clients' financial situations, helping them to understand their current standing and define their financial goals. Through personalized consultations, you will craft comprehensive financial plans that encompass investment management, retirement planning, tax strategies, and estate planning. Your ability to communicate complex financial concepts in an understandable way will be key to building trust and rapport with clients.

Staying updated with the latest market trends and financial regulations is crucial, as you will ensure that the advice you provide is both relevant and compliant. Collaboration with a team of dedicated professionals will be key, as you work together to deliver exceptional service and innovative solutions. Additionally, you will have the opportunity to mentor junior consultants, sharing your knowledge and fostering a culture of continuous learning within the team.

At our client, we value integrity, professionalism, and the ability to build lasting relationships with clients. If you are a proactive individual with a passion for finance and a commitment to helping others achieve their financial objectives, we invite you to apply for this exciting opportunity. Join us in making a difference in our clients' financial lives and be part of a team that is dedicated to excellence in financial consulting.

What you'll do

  • Analyze clients' financial situations
  • Develop tailored financial plans
  • Build long-term client relationships

What you'll need

  • Bachelor's degree in finance or related field
  • 5+ years of experience in financial consulting
  • Strong analytical skills

Skills

Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and in teams

Good to have

Knowledge of investment strategies Experience with financial software

Benefits

  • Attractive salary package
  • Health insurance and retirement benefits
  • Professional development opportunities

Interested in this role?

It takes about two minutes. Free to apply — UrbanHiring never asks candidates for money.

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Questions about this job

What qualifications do I need?
A degree in finance, accounting, or a related field, along with relevant certifications (CFA, CFP) is preferred.
What are the primary duties?
You will analyze financial data, develop financial strategies, and build client relationships.
Is remote work an option?
Yes, this role is hybrid, allowing for flexibility in work location.

Listing last updated

Senior Financial Consultant

₹70,000–1 lakh a month

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