Strategic Financial Specialist
3 days ago
Job Summary: We are seeking a skilled Strategic Financial Specialist to join our team at Wen Consult. As a key member of our financial services team, you will be responsible for engaging with clients, conducting portfolio reviews, and ensuring their investment strategy is aligned with their goals and aspirations.
Key Responsibilities:
- Client Engagement: Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Portfolio Management: Conduct regular portfolio reviews, ensuring that clients' investment strategies are aligned with their needs and risk tolerance.
- Market Monitoring: Stay up-to-date with financial market trends, identifying opportunities and potential risks to advise clients accordingly.
- Financial Planning: Prepare and interpret client information, including investment performance reports, financial documents, and income projections.
- Communication: Explain complex financial concepts to clients, ensuring they are well-informed and confident in their investment decisions.
Desired Qualifications:
- Postgraduate Degree: A postgraduate degree in finance, accounting, or a related field.
- Industry Experience: A minimum of 28 years of experience in the financial services domain.
- Certifications: CFPC certification desirable, with NISM VA certifications also highly valued.
Working at Wen Consult: As a Wealth Management Professional at Wen Consult, you will have the opportunity to work in a dynamic environment, collaborating with cross-functional teams to deliver exceptional client experiences. If you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity.
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Financial Transaction Specialist
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