Job Description
Responsibilities:
- Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions
- Conduct comprehensive assessments of client profiles to design personalized financial plans based on individual goals, risk appetite, and overall financial position
- Monitor the execution and progress of financial plans, conducting regular client check-ins to ensure continued alignment with the recommended strategy
- Prepare clear, structured, and precise advisory documentation for client communication and internal reference
- Verify, cross-check, and validate all financial plans to ensure they are accurate, comprehensive, realistic, and compliant with applicable standards
- Execute end-to-end client servicing activities
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