Candidate Profile

Roo0247

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About

Accomplished, experienced and knowledgeable financial services professional driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Leverages analytical and communication skills and industry knowledge to help clients obtain financial goals and plan for the future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures. Studying towards Post Graduate Diploma in Financial Planning and aspiring to study further. Motivated to create, protect and grow wealth for clients and help them take care of their families and future generations to come; and ultimately live out their life dreams. With a mission to unfailingly give honest and sincere advice that is consistently in line with the client’s best interests.

Proficient in

Financial planning & advisorywealth managementCross-border tax planningRegulatory knowledgeExtensive local and offshore product knowledgeOffshore investmentspropertytrusts and pensionsLong & short-term insuranceLong & short-term depositsRetail pension benefitsHealth service benefitsCollective investment schemes & unit trustsEmployee benefitscorporate pension fundsFinancialCRM and statistical software and systemsExperience with various local and offshore providersData analysisdetailed reporting

International

Yes

Availability

Part-time or Full-time

Experience

9 years

Previous Roles

Work History

Financial Consultant

Para-planner & Financial Advisor

Senior Associate

Underwriter

Key Responsibilities in Most Recent Role

Job Title: Financial Consultant, Senior Associate, Para-planner & Financial Advisor, Underwriter

9 years

Responsibilities Include:
Private wealth management, tax planning and structuring, estate planning, wills and trusts _ Corporate pension and retirement funds
High level client care and servicing, meetings and reviews
Analytical and detailed reporting, preparing complex suitability reports
Using various providers systems for carrying out specific client actions including rebalancing, fund switches, withdrawals, amendments to income and submitting new business
Research, analysis and product comparisons
Sales, networking and building long term client relationships
Providing financial advice and presenting appropriate solutions to meet client’s specific needs and financial goals
Advisor support and para-planning, preparing detailed reports and assisting with compliance, sales, and reporting
Determine clients’ expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, financial performance necessitate changes in their plan
Analysing financial data received from clients to develop strategies for meeting clients’ financial goals
Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
Managing and updating client portfolios, contacting clients regularly to discover changes in their financial status

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