Financial Planner

We are looking for a Financial Planner to help clients manage their finances. You will be our clients trusted advisor in areas including investments, cash flow, savings and debt management.

Our financial planner should be an effective communicator with experience in financial planning and business development. If youre analytical, meticulous and customer-oriented, wed like to meet you.

Your goal will be to ensure clients make wise and profitable decisions to meet their financial goals.

Responsibilities

• Analyze clients financial statuses (e.g. income, expenses and liabilities)
• Examine and suggest financial opportunities (e.g. insurance plans, investments)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services
• Find and approach prospective clients
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, practices and financial products