Planificateur financier senior
5 days ago
Planificateur financier
Description du posteEn tant que Planificateur financier, vous serez chargé de conseiller la clientèle sur leurs besoins financiers et de les aider à atteindre leurs objectifs de vie. Vous travaillerez en étroite collaboration avec les autres membres de l'équipe pour développer des solutions personnalisées pour chaque client.
Responsabilités- Identifier les besoins d'investissement et de financement de la clientèle
- Concevoir des plans financiers personnalisés pour répondre aux besoins des clients
- Conseiller les clients sur leurs options d'investissement et de financement
- Travailler en étroite collaboration avec les autres membres de l'équipe pour développer des solutions pour les clients
- Expérience en gestion de portefeuille
- Connaissance des marchés financiers
- Compétences en analyse financière
- Capacité à communiquer efficacement avec les clients
- Environnement de travail dynamique et collaboratif
- Opportunités de développement professionnel
- Avantages sociaux et de bien-être
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