Senior Financial Planner
17 hours ago
The Investment Counsellor plays a pivotal role in providing bespoke financial and investment planning services to clients.
This position entails assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term objectives.
The Investment Counsellor must possess a profound understanding of financial markets, investment products, and client relationship management.
- Client Consultation and Relationship Management:
- Conduct comprehensive consultations with clients to understand their financial goals, risk tolerance, investment preferences, and time horizons.
- Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
- Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
- Investment Strategy Development:
- Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
- Utilize financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.
- Stay informed about market trends, economic conditions, and investment products to provide up-to-date and relevant advice.
- Portfolio Management:
- Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
- Compliance and Reporting:
- Ensure all investment recommendations and transactions comply with regulatory requirements and firm policies.
- Prepare and present regular performance reports and updates to clients, including performance metrics, market insights, and portfolio changes.
- Maintain accurate and detailed records of client interactions, transactions, and portfolio changes.
- Client Education and Communication:
- Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.
- Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.
- Organize and lead client seminars, workshops, and informational sessions on relevant investment topics.
- Collaboration and Teamwork:
- Work closely with other financial professionals, such as financial planners, tax advisors, and estate planners, to provide comprehensive wealth management solutions.
- Participate in team meetings and contribute to the development of investment strategies and best practices.
- Assist in mentoring and training junior staff or new team members as needed.
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