Economic Advisor
8 hours ago
Role Overview
We are looking for a skilled Senior Financial Advisor to join our team at GlassBridge Consulting. As a key member of our team, you will be responsible for helping clients achieve their financial goals through expert advice on financial planning, investment strategies, and risk management. Your primary objective will be to develop and implement customized financial plans that cater to clients' unique needs and objectives.
Responsibilities
Some of the key responsibilities of this role include:
- Providing expert advice on financial planning, investment strategies, and risk management to clients.
- Developing and presenting comprehensive financial plans, including retirement planning, investment strategies, and risk management.
- Conducting in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment objectives.
- Assessing clients' financial health by analyzing data (income, expenses, investments, etc.).
- Utilizing knowledge of income tax investment strategies and advising clients on tax planning.
- Recommending appropriate insurance products to clients, such as life, health, property, casualty, and other types of insurance.
Requirements
To succeed in this role, you should possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients. You should also have a good understanding of financial planning principles, investment products, and income tax regulations. A degree in finance, accounting, or a related field is preferred. Additionally, Chartered Accountants, Doctors, Ex-Servicemen, Civil Servants, Banking Professionals, and Insurance Experts are highly valued in this role.
Why Choose Us
At GlassBridge Consulting, we offer a dynamic and supportive work environment that fosters growth and development. You will have opportunities to learn from experienced leaders, receive recognition for outstanding performance, and grow professionally in a challenging and rewarding career.
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