• Guide clients in making informed financial decisions.
• Develop personalized financial plans based on client needs and goals.
• Monitor and review clients' financial plans regularly to ensure effectiveness.
• Stay updated with the latest financial products and market trends.
• Create and maintain strong client relationships through exceptional service.

Requirements

• Educational Qualifications: Bachelor’s degree
• Experience Level: Sales background is an advantage
• Skills and Competencies: Strong sales skills and excellent communication skills
• Qualities and Traits: Client-focused, resilient, and integrity
• Responsibilities and Duties: Ability to learn and adapt to evolving financial regulations and market conditions