
Financial Planning Coordinator
20 hours ago
Key Role in Financial Planning:
The individual in this position plays a critical role in supporting our financial planning and advisory services, while building strong client relationships and conducting market research.
Main Responsibilities:
- Support senior financial advisors on various projects
- Prepare high-quality financial reports and presentations
- Assist with financial planning and advisory services
- Conduct market research and analyze financial data
- Manage client expectations and relationships
Essential Skills:
- Strong analytical skills and ability to analyze financial data
- Financial planning, financial advisory, and investment strategy skills
- Client relationship management skills
- Excellent written and verbal communication skills
- Experience in conducting market research and preparing financial reports
Qualifications and Education:
- Bachelor's degree in finance, economics, business, or related field
- MBA in finance is an added advantage
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