Description

• Provide financial planning and investment advice to clients.
• Build and maintain strong client relationships through effective communication.
• Assist clients in identifying their financial goals and objectives.
• Stay updated on financial products and market trends to offer relevant recommendations.
• Conduct regular reviews of client portfolios to ensure alignment with their goals.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred but not mandatory.
• Experience Level: Entry-level, no prior experience required.
• Skills and Competencies: Strong communication skills and ability to work independently.
• Responsibilities and Duties: Ability to assess client needs and provide tailored financial solutions.
• Qualities and Traits: Trustworthiness, professionalism, and a strong work ethic.