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)