Senior Financial Strategist
6 hours ago
We are a dynamic company empowering digital transformation through innovative Social Media and IT solutions.
Job DescriptionWe are seeking a highly analytical and customer-oriented Financial Planning Specialist to join our finance department. As a trusted advisor, you will be responsible for managing our clients' finances, providing effective financial advice, and creating strategic financial plans and budgets.
Key Responsibilities:- Evaluate clients' financial documents, including income, expenses, and liabilities.
- Offer support and guidance in financial insurance and investment planning.
- Create and implement financial plans and budgets for clients.
- Monitor clients' needs and adjust financial plans accordingly.
- Prepare and present financial and business analysis reports.
- Market and present financial products and services to clients.
- Identify and foster long-lasting relationships with potential clients.
- Stay up-to-date on the latest regulations, practices, and financial products.
- Bachelor's degree in accounting, finance, or a related field.
- Minimum 3 years of experience in a similar role.
- Aptitude to analyze large amounts of financial data and comply with regulations.
- Excellent communication and presentation skills.
- Strong attention to detail and problem-solving abilities.
Remote Work: No
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