Job Title: Financial Advisor - Client Portfolio Manager
We are seeking an experienced Financial Advisor to manage a diverse client portfolio, prepare financial statements, and contribute to business advisory efforts.
Key Responsibilities:
* Manage a diverse portfolio of clients, providing financial advice and guidance to ensure their financial goals are met.
* Prepare and review financial statements, ensuring accuracy and compliance with regulatory requirements.
* Contribute to business advisory efforts, providing insights and recommendations to clients on strategic growth initiatives.
* Maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
Requirements:
* Degree in Accounting or related field.
* 3-4 years of experience in financial advisory or accounting.
* CA qualified or pursuing this designation.
What We Offer:
* A supportive team environment that fosters collaboration and growth.
* Ongoing professional development opportunities to enhance skills and knowledge.
* Flexible working arrangements to balance work and personal life.
This is an exciting opportunity for a motivated and experienced Financial Advisor to join our team. If you have a passion for delivering exceptional client service and contributing to business growth, please apply now.