
Chief Financial Strategist
22 hours ago
We are seeking an experienced and skilled financial planner to join our team. As a financial planner, you will be responsible for developing and implementing personalized financial plans for clients.
Key Responsibilities:
- Conduct thorough assessments of client profiles to design comprehensive financial plans based on their goals, risk appetite, and financial position.
- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy.
- Verify, cross-check, and validate all financial plans to ensure they are realistic and compliant.
- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
- Create and deliver timely reminders and communications to encourage clients to take recommended financial actions.
Required Skills and Qualifications:
- Strong analytical and problem-solving abilities to evaluate complex financial data and recommend actionable insights.
- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution.
- Structured and methodical approach to thinking and execution with strong attention to detail.
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities.
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