Senior Financial Consultant
1 month ago
Job Title: Senior Financial Consultant
We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.
Key Responsibilities:
- Cultivate and maintain relationships with clients, delivering expert financial advice and guidance.
- Conduct comprehensive financial assessments of clients' present financial situations and future goals.
- Develop and implement tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies.
- Monitor clients' financial progress and adapt plans as needed.
- Stay current with industry trends and regulations to ensure compliance and deliver the best possible service to clients.
Requirements:
- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Industry-leading qualifications such as CFP, CFA, or other relevant certifications.
- Transferable client base and AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and as part of a team.
We offer a competitive package and a supportive, collaborative work environment. If you meet the aforementioned criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
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