Description

• Provide expert financial advice to clients regarding investments, insurance, and financial planning.
• Analyze clients' financial situations and develop tailored financial strategies.
• Maintain client relationships through regular follow-ups and performance reviews of investment portfolios.
• Stay updated on financial markets and regulatory changes to advise clients accurately.
• Assist clients in understanding financial products and services that best meet their needs.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Economics, or a related field.
• Experience Level: Entry-level, no experience required.
• 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: Comfortable working in a fast-paced, dynamic environment.