Description

• Provide financial planning and investment advice to clients.
• Assess client financial situations to develop tailored strategies.
• Monitor clients’ investment portfolios and provide ongoing guidance.
• Educate clients on various financial products and services.
• Maintain strong relationships with clients to ensure satisfaction and retention.

Requirements

• Educational Qualifications: Graduate of any 4-yr course
• Experience Level: Preferably 1-2 years of professional work experience (But fresh graduates are also welcome)
• Skills and Competencies: Strong communication and interpersonal skills
• Responsibilities and Duties: Willing to work as part of a team