Responsibilities:
- Develop a deep understanding of the 1 Finance philosophy, approach, and suite of services to effectively align client needs with tailored financial solutions.
- Conduct thorough assessments of client profiles to design personalized financial plans based on their goals, risk appetite, and financial position.
- Monitor the implementation and progress of financial plans, holding regular check-ins with clients to ensure alignment with the recommended strategy.
- Verify, cross-check, and validate all financial plans to ensure they are comprehensive, realistic, and compliant.
- Execute client servicing activities, offering ongoing support and resolving queries to enhance client satisfaction.
- Create and deliver nudges timely reminders and communications to encourage clients to take recommended financial actions.
- Ensure adherence to internal quality standards and maintain compliance with all regulatory and safety requirements.
Requisites & Skills:
- Collaborative mindset with a focus on achieving results through teamwork and client-centric execution.
- Structured and methodical approach to thinking and execution with strong attention to detail.
- Comfortable working in agile, fast-paced environments with adaptability to shifting priorities.
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