Job Description
● Provide strategic advice across a variety of financial products and services debt management, cash management, insurance coverage, and investments. ● Assess clients’ overall financial picture, understand their needs, and develop a solid financial plan. ● Guide clients towards a profitable and secure financial decision. ● Cultivate client base and build win-win relationships. ● Network, generate leads, and grab opportunities to sell mutual funds, stocks, bonds, etc to meet sales quotas. ● Keep abreast of new industry trends and research the market to back up financial consulting. ● Oversee the course of the financial plan and update it, if necessary, to ensure profits. ● Comply with all industry rules and regulations. ● Liaise with providers, solicitors, values, and other professionals.
Requirements
● Proven working experience as a financial adviser, financial controller, financial planner, financial specialist, or relevant experience is a plus. ● Track record of successful financial guidance. ● Ability to analyze the market’s financial data and provide appropriate data-based advice. ● Strong communication, negotiation, and presentation skills. ● Accuracy, attention to detail, and the ability to explain complex information clearly and simply. ● Excellent PC knowledge and ability to operate database systems.
Employment Type
- Full Time
Job Category
Seniority
Details
Employment type
- Full Time
Job Category
Educations
Seniority
