Financial Planner : BLUE OCEAN WILD COAST
Core
Provide professional financial advice, planning, and product sales to new and existing clients to build long-term relationships and generate sustainable business.
Role type
Financial Planner / Financial Advisor
Builds
Financial products and advice for individual clients
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Financial needs analysis, portfolio structuring, client relationship management, sales and prospecting, compliance adherence, financial planning
Preferred skills
Market segmentation, social media marketing, campaign implementation, lead generation
Technologies
e-tools / instruments for financial analysis, workflow and activity monitor systems
Responsibilities
Conduct comprehensive fact-finding and financial needs analysis; structure and present balanced financial portfolios; prospect for new clients and generate leads; maintain and service existing client relationships; monitor client activities (maturities, cancellations); ensure compliance with disclosures and Treating Customers Fairly; achieve revenue and activity targets; document client interactions and update records.
Seniority
Individual Contributor