Financial Planner

Key Responsibilities:

• Collect and maintain client data, financial records, and documentation, along with conducting detailed need-based assessments (understanding client goals, expectations, and risk profile)

• Evaluate and analyze the clients current financial position, including income, expenses, assets, and liabilities

• Develop and present comprehensive financial plans and analysis tailored to client objectives

• Implement financial recommendations, including investment, insurance, and wealth strategies

• Monitor and track client financial goals and portfolio performance on an ongoing basis

• Coordinate with clients and internal teams for transaction execution through online platforms

• Conduct regular portfolio reviews (quarterly) and provide actionable insights for optimization

• Prepare and present insurance solutions, including quotations and review of existing policies to ensure adequate coverage