Senior Financial Consultant

A Senior Financial Consultant provides expert financial guidance to clients, businesses, or organizations, helping them make informed investment decisions, manage risks, and optimize financial performance. This role involves analyzing financial data, developing strategic plans, and recommending solutions tailored to clients' needs. The ideal candidate will have a deep understanding of financial markets, taxation, and risk management, ensuring the best financial outcomes for clients.

Responsibilities:

• Assess clients’ financial situations and provide tailored financial planning advice

• Develop investment strategies, risk management plans, and tax-efficient solutions

• Conduct financial analysis, market research, and portfolio evaluations

• Advise clients on wealth management, retirement planning, and estate planning

• Identify and recommend suitable investment opportunities and financial products

• Ensure compliance with financial regulations and industry standards

• Collaborate with internal teams, including tax and legal advisors, to optimize client portfolios

• Maintain strong client relationships and provide ongoing support and financial insights

• Prepare detailed financial reports and presentations for clients and stakeholders

• Stay updated on industry trends, regulatory changes, and market developments

Requirements:

• Bachelor's or Master’s degree in Finance, Accounting, Economics, or a related field

• Professional certifications such as CFA, CPA, CFP, or similar preferred

• Minimum 5-7 years of experience in financial consulting, investment advisory, or wealth management

• Strong knowledge of financial planning, risk assessment, and investment strategies

• Excellent analytical, problem-solving, and decision-making skills

• Strong communication and presentation abilities to explain complex financial concepts

• Proficiency in financial software, data analysis tools, and CRM platforms

• Ability to manage multiple clients and provide personalized financial solutions

• High level of integrity, ethical standards, and attention to detail

• Willingness to keep up with financial regulations and market trends