drjobs Financial Planning Sr العربية

Financial Planning Sr

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1 Vacancy
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Jobs by Experience drjobs

2 - 2 years

Job Location drjobs

Cairo - Egypt

Monthly Salary drjobs

Not Disclosed

Nationality

Afghan

Gender

N/A

Vacancy

1 Vacancy

Job Description

Responsibilities:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
  • Answering client questions about financial plans and strategies and giving financial advice.
  • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
  • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
  • Implementing financial plans or referring clients to professionals who can help them.
  • Managing and updating client portfolios.
  • Contacting clients regularly to discover changes in their financial status.
  • Building and maintaining your client base.

Employment Type

Full Time

Company Industry

Telecom / ISP

Department / Functional Area

Finance / Treasury

Key Skills

About Company

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