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Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.
Date Posted: 14 April 2025
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