Financial Planner at ZamVenture Holdings

Job Description

Job Description :
ZamVenture Holdings is seeking a knowledgeable and client-focused Financial Planner to provide expert financial guidance to our clients. The ideal candidate will be skilled in developing personalized financial strategies that help clients achieve their financial goals.

Key Responsibilities :

Assess clients’ financial situations and long-term goals.
Develop tailored financial plans including investment, retirement, and tax strategies.
Monitor clients’ portfolios and recommend adjustments based on market conditions.
Educate clients about various financial products and services.
Maintain up-to-date knowledge of financial regulations and trends.

Requirements :

Bachelor’s degree in Finance, Business, or a related field.
Proven experience as a Financial Planner or Advisor.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal abilities.
Certification as a Financial Planner (e.g., CFP) is highly preferred.