Job Description

The Financial Consultant provides expert advice and solutions to clients on financial planning, investment strategies, risk management, and wealth building. This role involves analyzing client financial needs, developing customized plans, and guiding clients toward their financial goals while ensuring compliance with relevant regulations and industry best practices.

Key Responsibilities:

1. Client Consultation & Relationship Management

   • Meet with clients to assess financial needs, objectives, and risk tolerance.

   • Build and maintain strong client relationships and provide ongoing support.

2. Financial Planning & Analysis

   • Develop tailored financial plans, including investment, tax, retirement, and estate planning strategies.

   • Analyze client financial data to recommend appropriate solutions.

3. Investment Advisory

   • Suggest suitable investment products and portfolio allocations.

   • Monitor market trends and adjust recommendations as needed.

4. Risk Assessment & Management

   • Identify potential financial risks and propose mitigation strategies.

   • Provide advice on insurance, diversification, and asset protection.

5. Compliance & Reporting

   • Ensure adherence to legal, regulatory, and ethical standards.

   • Maintain accurate records of client interactions and transactions.

6. Market Research & Knowledge Updating

   • Stay informed about financial products, market developments, and regulatory changes.

   • Share insights and updates with clients as necessary.