Financial Planning Specialist
1 day ago
Investment professionals sought for roles in financial planning and wealth management
Job Description- We are seeking experienced investment counsellors to join our team of financial advisors.
- Client Consultation and Relationship Management: Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
- Investment Strategy Development: Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
- 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.
- Client Education and Communication: Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.
- Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification preferred.
- Experience: Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
- Skills:">
- Strong analytical and problem-solving skills with a deep understanding of financial markets and investment products.
- Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
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