be responsible for providing personalized financial planning services to our clients. This includes assessing and objectives, and developing comprehensive financial plans to help them achieve their goals. You will as well as monitoring and reviewing their financial plans on a regular basis. This role is a hybrid role
be responsible for providing personalized financial planning services to our clients. This includes assessing and objectives, and developing comprehensive financial plans to help them achieve their goals. You will as well as monitoring and reviewing their financial plans on a regular basis. This role is a hybrid role
financial stability, compliance, and strategic financial planning. This role involves managing the finance strategies. Lead and manage the finance team. Financial Planning and Analysis: Oversee budgeting, forecasting
financial stability, compliance, and strategic financial planning. This role involves managing the finance strategies. Lead and manage the finance team. Financial Planning and Analysis: Oversee budgeting, forecasting
responsible for daily financial tasks, including financial planning, accounting, and analytical duties, to ensure calculation - Special account recon Strong financial planning and analytical skills Excellent communication
manage the finance team.
of experience in investment management or financial planning Proven track record of successfully managing
Qualifications:
Certifications in financial planning or investment management
qualification Qualifications / Requirements: B.Comm Financial Planning (essential) Proficient in Microsoft Office
Responsibilities: 1. Financial Planning and Analysis: – Develop and execute comprehensive financial plans, budgets