Description

• Analyze client financial situations and develop personalized financial strategies.
• Provide expert advice on investment opportunities and financial products.
• Build strong relationships with clients to understand their financial goals.
• Educate clients on their financial options and services provided.
• Monitor and review clients’ financial plans and make adjustments as necessary.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
• Experience Level: 1-3 years of experience in financial consulting or advisory roles.
• Skills and Competencies: Strong sales and customer service skills.
• Skills and Competencies: Proficient in financial analysis and investment strategies.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Working Conditions: Comfortable working in a fast-paced, client-focused environment.