Description
- Analyze and assess the clients overall financial situation, understand their requirements and develop a comprehensive financial plan.
- Provide financial guidance to the client & make recommendations on how to best optimize their money in planned manner to achieve their short term & long-term goals.
- Initiate client’s meetings, plan presentations and continuous interaction with the client in relation to the financial planning process.
- Managing client communications pre and post planning phase & suggesting innovation in planning and work process.
- Monitoring efficiency of the team, highlight deviations and specific constraints for not achieving targets.
- Being able to keep up and learn things quickly in the fast-paced environment and efficiently managing regular changing of priorities.
- Accuracy, attention to detail and ability to explain complex information clearly and simply.