Financial Adviser
Core
Develop comprehensive financial plans and provide personalized advice on investments, retirement, tax, and estate planning for high-net-worth clients.
Role type
Financial Adviser (Wealth Management)
Builds
Client financial strategies and long-term relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, Investment analysis, Tax strategy, Estate planning, Client relationship management, Regulatory compliance
Preferred skills
CFP or CFA certification, Business development experience, Multidisciplinary collaboration
Technologies
Xplan, CRM systems
Responsibilities
Develop and implement comprehensive financial plans aligned to clients' goals; Advise clients on investments, retirement planning, tax strategies, estate planning, and insurance; Build and maintain long-term client relationships through regular communication; Analyse clients' financial situations by collecting and interpreting relevant financial information; Collaborate with accountants, lawyers, and tax specialists to deliver holistic financial solutions; Ensure compliance with regulatory requirements and company policies; Contribute to business development by identifying new client opportunities.