Careers
Job Openings in Direct relay
Financial Planner
Keys & Responsibilities
- Assess clients' financial needs, goals, and risk tolerance.
- Develop and recommend customized financial plans.
- Advise clients on investment options, insurance, tax strategies, and retirement planning.
- Ensure compliance with financial laws and company policies.
- Stay updated on financial regulations and market trends.
Risk Analyst
Keys & Responsibilities
- Analyze financial and investment risks within the company.
- Conduct risk assessments on market trends, financial statements, and regulatory changes.
- Develop risk mitigation strategies and financial models.
- Collaborate with various departments to ensure compliance with risk policies.
- Prepare reports and present risk analysis findings to management.
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