• Provide financial planning and investment advice to clients.
• Analyze clients' financial situations and develop personalized strategies.
• Monitor clients' investment portfolios and recommend adjustments as needed.
• Educate clients on financial products and services that will meet their needs.
• Build and maintain strong client relationships to encourage referrals and repeat business.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or related field
• Experience Level: 0–2 years (Fresh Graduate)
• Skills and Competencies: Strong analytical and quantitative skills
• Qualities and Traits: Excellent communication and interpersonal skills
• Responsibilities and Duties: Ability to work independently and as part of a team