drjobs Financial Business Analyst

Financial Business Analyst

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1 Vacancy
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Job Location drjobs

Jersey City - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Key Responsibilities

  • Financial Planning
  • Gathering client information about their financial situation including income expenses assets and liabilities
  • Determining the clients risk tolerance and longterm financial goals
  • Developing tailored financial plans to help clients achieve their objectives
  • Investment Management
  • Creating and managing investment portfolios based on the clients goals and risk profile
  • Conducting research on investment opportunities and making recommendations
  • Monitoring portfolio performance and making adjustments as needed
  • Other Financial Services
  • Providing guidance on tax strategies estate planning and retirement planning
  • Assisting with insurance planning and other financial needs
  • Offering advice on charitable giving and other financial matters
  • Client Relationship Management
  • Building and maintaining strong client relationships
  • Communicating regularly with clients to provide updates and address their concerns
  • Providing excellent customer service and support
  • Compliance
  • Ensuring compliance with all relevant laws and regulations
  • Maintaining accurate records and documentation
  • Business Development
  • Identifying and pursuing new business opportunities
  • Building relationships with potential clients and referral sources

Skills and Qualifications

  • Strong knowledge of financial planning investment management and related financial products and services
  • Excellent communication interpersonal and presentation skills
  • Analytical and problem-solving skills
  • Ability to build and maintain strong client relationships
  • Strong work ethic and attention to detail
  • Ability to work independently and as part of a team
  • Familiarity with relevant financial regulations and compliance requirements

Skills

Mandatory Skills : BFS - Data Analysis Wealth Management (incl. Portfolio Management)

Employment Type

Full-time

Company Industry

About Company

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