Financial Planning Professional
A senior financial planning professional is required to join our team. The ideal candidate will possess a strong educational background in Financial Planning, Advisory, Insurance, Consulting or related fields.
* Guide clients through comprehensive financial planning and education.
* Advise on strategic retirement, investment, property, tax and estate planning.
* Conduct regular portfolio reviews and meetings with clients.
* Analyse market trends to identify opportunities for portfolio growth and wealth optimisation.
* Evaluate clients' financial goals and risk tolerance.
* Develop tailored financial plans and implement them as necessary.
* Maintain ongoing monitoring of client needs and adjust plans accordingly.
* Research and recommend suitable investment opportunities.
* Collaborate with cross-functional teams including tax, legal and estate planning experts.
* Ensure compliance with relevant financial regulations.
* Provide educational resources to clients on financial strategies and market developments.
Key Requirements
* Degree in a relevant field such as Financial Planning, Advisory, Insurance, Consulting or related fields.
* Several years of experience in a client-facing role with expertise in retirement, investments, property, tax and estate planning.
* Proven ability to manage assets across multiple countries.
* Excellent sales skills with a track record of closing deals.
* Outgoing personality with entrepreneurial spirit.
* Fluent English language proficiency; additional languages such as German, French and/or Italian are an asset.
This role offers the opportunity to work in a dynamic international environment within a young and established company.