Personal Financial Strategist

2 weeks ago

Nicosia, Nicosia, Cyprus Click and Connect Online Limited Full time
Job Title:

Personal Financial Strategist

About Us:

We are Click and Connect Online Limited, a leading wealth management firm in Cyprus.

Salary:

The estimated salary for this position is €60,000 - €80,000 per annum, depending on experience.

Job Description:

We are seeking an experienced Personal Financial Strategist to join our team. As a key member of our financial advisory team, you will provide expert financial guidance to clients, helping them achieve their long-term financial objectives.

Key Responsibilities:
  1. Cultivate and maintain relationships with clients, delivering high-quality financial advice and strategies.
  2. Conduct comprehensive financial assessments of clients' current situations and future goals.
  3. Develop tailored financial plans for clients, incorporating investment, retirement, and tax planning strategies.
  4. Monitor clients' financial progress and adapt plans as necessary.
  5. Stay up-to-date with industry trends and regulations to ensure compliance and deliver exceptional service to clients.
Requirements:
  • A minimum of 5 years' experience as a Financial Advisor in the wealth management industry.
  • Industry-leading qualifications such as CFP or CFA.
  • A 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.
Benefits:

We offer a competitive package and a supportive, collaborative work environment. If you meet the above criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

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