• Provide financial consultation and advice to clients regarding investments, savings, and financial planning.
• Develop tailored financial strategies to help clients achieve their financial goals.
• Analyze clients' financial status by reviewing balance sheets, income statements, and other financial documents.
• Stay updated on financial regulations and industry trends to provide clients with accurate information.
• Build and maintain strong client relationships through regular communication and follow-ups.

Requirements

• Educational Qualifications: Bachelor’s degree
• Experience Level: Entry-level (0–2 years).
• Skills and Competencies: Strong analytical skills, excellent communication, and interpersonal skills.
• Qualities and Traits: Motivated self-starter with a strong desire to help clients and improve their financial wellbeing.
• Responsibilities and Duties: Ability to work independently and as part of a team to meet client needs effectively.
• Working Conditions: Comfortable working in an office environment with opportunities for remote work.