Financial Strategist

6 days ago


Cavite City, Calabarzon, Philippines Neksjob Full time

At Neksjob, we are seeking a skilled Financial Strategist to join our team. As a Financial Strategist, you will play a critical role in evaluating client assets and developing strategies to optimize their performance.

Key Responsibilities:

  • Evaluate client assets to determine performance, value, and potential areas for improvement.
  • Create and implement financial strategies tailored to client goals, ensuring optimal utilization and profitability.
  • Oversee and manage investment portfolios, ensuring alignment with client objectives and risk tolerance.
  • Engage with clients to understand their financial needs, provide insights, and recommend solutions.
  • Stay updated on market trends, economic indicators, and industry developments to inform financial decisions.
  • Identify potential risks associated with assets and develop mitigation strategies.
  • Prepare detailed reports on asset performance, investment returns, and strategic recommendations for clients.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or relevant certifications (e.g., CFA) are advantageous.
  • Several years of experience in financial analysis, portfolio management, or a related field.
  • Strong analytical and quantitative abilities.
  • Excellent communication and interpersonal skills.
  • Proficiency in financial modeling and valuation techniques.
  • Knowledge of financial markets, investment strategies, and asset classes.
  • Ability to work collaboratively with clients and internal teams.


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