Financial Planner

Responsibilities

• Conduct thorough financial analysis to devise personalized financial plans for clients
• Stay up-to-date with market trends and regulatory changes in the banking and finance industry
• Offer expert advice on investment strategies, risk management, and retirement planning
• Develop and deliver presentations to clients and other stakeholders
• Collaborate with internal teams to create comprehensive financial solutions
• Conduct needs assessments to identify clients’ financial objectives
• Develop and maintain relationships with clients to ensure long-term satisfaction
• Ensure compliance with regulatory requirements and industry standards
• Conduct regular portfolio reviews and rebalancing

Requirements

• Fresh graduates in finance or related fields are encouraged to apply
• Must have a high school diploma or equivalent as a minimum qualification
• Possess a bachelor’s degree in a related field (e.g., finance, business, economics)
• Strong analytical and problem-solving skills, with attention to detail
• Proficiency in Microsoft Office, particularly Excel
• Excellent communication and interpersonal skills, including the ability to work with diverse clients
• Ability to work in a fast-paced environment with minimal supervision
• Strong understanding of financial concepts, regulations, and industry standards