Financial Services Expert
4 days ago
Financial Advisor - Wealth Management
Job Summary
This role involves working with clients to provide personalized wealth management advice, develop and implement comprehensive financial plans, and build strong relationships with clients.
Key Responsibilities:
• Provide expert guidance and support to clients, helping them make informed decisions about their finances.
• Develop and maintain comprehensive financial plans, incorporating cashflow modeling to help clients understand their future financial outlook.
• Collaborate with clients' professional advisors, including those in tax, legal, and corporate finance sectors, to optimize their financial strategies.
• Communicate effectively with clients, providing regular updates and progress reports.
• Manage multiple client relationships, prioritizing tasks and meeting deadlines.
Required Skills & Qualifications:
• QFA qualification (required).
• CFP qualification (preferred).
• Minimum of 3 years' experience in financial planning or wealth management.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work under pressure, managing competing priorities and deadlines.
Benefits:
• Competitive salary and benefits package
• Bonus opportunities based on performance
• Comprehensive pension plan
• Ongoing professional development and training
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