• Provide personalized financial advice to clients based on their individual needs and goals.
• Assist clients in developing comprehensive financial plans, including investment strategies.
• Monitor and analyze clients’ financial status to recommend adjustments as necessary.
• Stay updated on financial products and market trends to ensure the best advice is given.
• Maintain strong client relationships through regular communication and follow-ups.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 2–5 years in financial advisory or related fields.
• Skills and Competencies: Strong analytical skills and knowledge of financial planning software.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Working Conditions: Remote position with flexible working hours.