Duties & Responsibilities

• Assess clients’ financial status and gather detailed information about income, debts, and goals.

• Design personalized investment and savings strategies aligned with long-term objectives.

• Analyze financial data, economic conditions, and market trends to guide planning decisions.

• Recommend appropriate insurance coverage, retirement plans, and tax-saving strategies.

• Monitor client portfolios and adjust plans based on changes in income or life circumstances.

• Educate clients on budgeting, financial discipline, and risk management techniques.

• Prepare financial reports and present comprehensive plans in an understandable format.

• Stay up to date with regulatory changes and financial planning tools.

• Ensure full compliance with legal, ethical, and financial guidelines.

Job Profile

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Certification such as CFP (Certified Financial Planner) is highly desirable.

• Proven track record of financial advisory, planning, or wealth management experience.

• Strong analytical and numerical reasoning skills.

• Exceptional interpersonal skills to build client trust and long-term relationships.

• Proficient in financial planning software and Microsoft Excel.