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Senior Financial Consultant
2 months ago
**Job Opportunity:**
We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will play a crucial role in providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.
Key Responsibilities:
- Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.
- Conduct comprehensive assessments of clients' current financial situations and future objectives.
- Develop and implement customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
- Regularly monitor clients' financial progress and adjust plans as necessary.
- Stay updated on industry trends and regulations to ensure compliance and deliver superior service to clients.
Requirements:
- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
- Transferable client base and AUM.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Ability to work independently and collaboratively within a team environment.
We Offer:
A competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.
