• Provide financial planning and investment advice to clients.
• Analyze clients' financial situations and recommend strategies to achieve their financial goals.
• Develop and maintain relationships with clients and prospects.
• Stay updated on market trends and changes in regulations affecting financial services.
• Assist clients in understanding complex financial products and services.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: 0–2 years of experience in a financial services related role preferred.
• Skills and Competencies: Wealth Management, Interpersonal Skills, Communication Skills.
• Qualities and Traits: Strong analytical thinking and problem-solving abilities.
• Responsibilities and Duties: Capable of effectively managing multiple tasks and projects.
• Working Conditions: Office environment with flexibility in working hours.