Description

• Analyze clients' financial situations and provide tailored recommendations.
• Develop detailed financial plans to help clients meet their financial goals.
• Educate clients on investment strategies and risk management.
• Monitor clients' financial progress and make necessary adjustments to their plans.
• Stay updated on financial regulations and market trends to provide relevant advice.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• Experience Level: 0–2 years
• Skills and Competencies: Strong analytical and problem-solving skills
• Skills and Competencies: Excellent communication and interpersonal abilities
• Qualities and Traits: Detail-oriented with strong organizational skills