Financial Consultant

Requirements

Key Responsibilities:

• Conduct detailed financial assessments and identify areas for improvement.
• Design and implement personalized financial plans for clients.
• Advise on investment management and risk analysis to optimize client portfolios.
• Prepare comprehensive reports and deliver presentations on financial strategies.
• Monitor market trends and offer strategic insights to clients.
• Foster strong client relationships through effective communication and ongoing support.
• Collaborate with colleagues to enhance service delivery and meet client objectives.

Required Qualifications:

• Bachelor's degree in Finance, Economics, or a related field; advanced qualifications (CFA/CPA) are preferred.
• Minimum of 3 years' experience in financial consulting or a similar role.
• Proficient in financial modeling and analysis tools,...