• Developing Financial plans to help clients achieve their long-term and short-term financial goals.
  • Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
  • Assessing how certain life changes and financial status changes affect client’s financial plans and adjusting such plans accordingly.
  • Monitoring financial markets and economic conditions.
  • Soliciting new clients through cold-calling, emailing, advertising and seminar hosting.
  • Communicating with accountants, real estate agents, attorneys and other professionals to verify the information.
  • Researching suitable investment opportunities for clients.
  • Develop financial plans for the client.
  • Monitor financial health of clients.
  • Create different investment plans for clients.
  • Prepare financial analysis and Reports.
  • Keep up to date on the latest market trends and information.
  • Develop a tax strategy for clients.
  • Advise clients on capital investments.
  • Providing advice and recommendation on a variety of investment solutions.
  • Providing quality pre-and post- Sales Services.
  • Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances.
  • Source and evaluate capital expansion options, including loans and funding.
  • Forecast revenues and costs and report any discrepancies.
  • Manage current and future tax payments.
  • Monitor financial procedures and ensure compliance with the law.
  • Provide solutions and set goals to increase profitability.
  • Review day-to-day transactions to identify areas of improvement.

نوکری کی تفصیلات

کل عہدے:
1 اشاعت
نوکری کی شفٹ:
پہلا پہر
نوکری کی قسم:
نوکری کا مقام:
جنس:
کوئی ترجیح نہیں
کم از کم تعلیم:
سرٹیفیکیشن
ڈگری کا عنوان:
CA Finalist/Complete
کیریئر کی سطح:
تجربہ کار پیشہ ور
کم از کم تجربہ:
5 سال
اس سے پہلے درخواست دیجیۓ:
جولائی ۱۱, ۲۰۲۲
تاریخِ اِشاعت:
جون ۱۰, ۲۰۲۲

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