
Senior Financial Planner
20 hours ago
Senior Financial Planner
Job Description:
We are seeking a highly skilled and experienced Senior Financial Planner to join our team. As a Senior Financial Planner, you will be responsible for providing expert financial planning advice to clients, helping them achieve their long-term financial goals.
You will work closely with clients to understand their unique financial needs and develop personalized financial strategies that cater to their specific requirements.
Key responsibilities of the Senior Financial Planner include:
- Providing comprehensive financial planning advice to clients
- Developing and implementing tailored financial plans that meet client objectives
- Conducting regular reviews and updates of client financial plans
- Collaborating with investment professionals to cultivate client relationships
The ideal candidate for this role will have:
- Proficiency in English; additional languages are an asset
- Diploma or degree and above in a related field (e.g., finance, economics)
- Proven experience in financial planning and wealth management
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
Benefits:
Competitive salary and performance-based bonuses
Opportunities for career progression with continuous training and development
Yearly incentives included
Employment Type:
Full-time
Industry:
Finance and Sales
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