Assess clients' financial status and gather detailed information about income, debts, and goals.
Design personalized investment and savings strategies aligned with long-term objectives.
Analyze financial data, economic conditions, and market trends to guide planning decisions.
Recommend appropriate insurance coverage, retirement plans, and tax-saving strategies.
Monitor client portfolios and adjust plans based on changes in income or life circumstances.
Educate clients on budgeting, financial discipline, and risk management techniques.
Prepare financial reports and present comprehensive plans in an understandable format.
Stay up to date with regulatory changes and financial planning tools.
Ensure full compliance with legal, ethical, and financial guidelines.
Job Profile
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Certification such as CFP (Certified Financial Planner) is highly desirable.
Proven track record of financial advisory, planning, or wealth management experience.
Strong analytical and numerical reasoning skills.
Exceptional interpersonal skills to build client trust and long-term relationships.
* Proficient in financial planning software and Microsoft Excel.
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