Reporting directly to the principal, this role calls for the ability to present brief but meaningful reports periodically, showing a good grasp of the numbers involved (actuals vs target), including strategies for closing gaps where these have been identified.

THE MAIN RESPONSIBILITIES:

·       Conduct thorough financial assessments and analyses to understand client needs.

·       Develop and present customized financial plans and investment strategies.

·       Provide ongoing monitoring and review of client financial plans and portfolios.

·       Build and maintain strong relationships with clients to understand their financial goals.

·       Stay up-to-date with market trends and changes in financial regulations.

·       Collaborate with team members to enhance client service and support.