• Assist clients in understanding their financial goals and developing personalized financial plans.
• Provide investment strategies, retirement planning, and risk management advice.
• Monitor clients' financial status and adjust their financial plans as needed.
• Educate clients on financial products and services to help them make informed decisions.
• Build and maintain strong relationships with clients through regular communication and follow-ups.

Requirements

• Educational Qualifications: Diploma in Finance, Economics, or a related field.
• Experience Level: 0–2 years (entry-level position).
• Skills and Competencies: Strong analytical and problem-solving skills.
• Qualities and Traits: Excellent communication and interpersonal skills.