Description

• Provide financial planning advice to clients on investments, pensions, and estate planning.
• Analyze financial information obtained from clients to develop strategies for meeting their financial objectives.
• Build and maintain client relationships through excellent customer service.
• Stay updated on market trends and regulations relevant to financial products.
• Conduct meetings with clients to review their financial status and make adjustments to their plans as needed.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: 0–2 years (Fresh Graduates are welcome).
• Skills and Competencies: Strong analytical skills and attention to detail.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Responsibilities and Duties: Ability to work independently and as part of a team.
• Working Conditions: Willingness to work flexible hours to accommodate client schedules.