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Senior Financial Advisory Consultant
2 months ago
We are seeking a detail-oriented financial consultant to contribute to business growth by advising clients and providing professional services.
- Advising clients on financial matters and providing professional services to help them achieve their business goals.
- Investigating financial reports, preparing business plans, and tailoring financial solutions for clients with varying backgrounds and statuses.
Key Objectives:
- Develop long-term financial and tax plans for clients.
- Assess clients' financial standing to determine growth opportunities.
- Generate in-depth reports on clients' financial performance.
- Foster positive, long-term relationships with clients.
- Stay up to date with current events and business trends.
- Expand current client base.
Responsibilities:
- Create effective strategies to help clients save money and boost revenue.
- Partner with clients through investment plans, tax plans, risk assessment, and other financial services.
- Manage multiple clients and track their financial goals.
- Ensure clients' financial procedures and policies adhere to the law.
- Collaborate with accountants, lawyers, and financial professionals.
- Oversee current and future tax payments.
Preferred Qualifications:
- Proven work experience in a financial institution.
- Formal financial certification relevant to the region.
- Sharp attention to detail.
- Mathematic skills.
- Clear understanding of business processes.
- Familiarity with leading clients through investment opportunities.
Essential Skills and Qualifications:
- Excellent verbal and written communication skills.
- Strong understanding of accounting software.
- Knowledge of financial regulations and current economic trends.
- Interpersonal skills when networking with clients.
- Ability to facilitate data analysis and risk assessment.
