Financial Consultant

6 days ago

Bucharest, Bucureşti, Romania Winners Group Full time €40,000 - €60,000 per year

Company Description

Winners Group is a trusted financial intermediary with over 16 years of experience, operating across six countries, including Macedonia, Slovakia, Ukraine, Bulgaria, Poland, and Romania. We specialize in investment advisory, wealth management, financial planning, corporate finance, and risk management to help clients achieve their financial goals. Driven by innovation, we empower clients with personalized financial strategies that address their unique needs. Winners Group is committed to revolutionizing financial services with expert solutions and strategic insights in every market we serve.

Role Description

This is a full-time, on-site Financial Consultant role located in Bucharest. The Financial Consultant will be responsible for providing personalized financial planning services to clients, advising on investment opportunities, and analyzing financial data to develop tailored strategies. Additional responsibilities include assisting clients with retirement planning and offering comprehensive advice on wealth management and corporate finance solutions.

Qualifications

  • Strong understanding of Financial Planning and Retirement Planning principles
  • Proficiency in Investment and Finance strategies
  • Excellent Analytical Skills to assess clients' financial needs and develop customized solutions
  • Strong communication and interpersonal skills to build trust with clients and present recommendations effectively
  • Knowledge of local and international financial markets and trends
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Professional certification such as CFP, CFA, or equivalent is advantageous
  • Experience in the financial services industry is preferred

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