• Provide expert financial advice and guidance to clients based on their individual financial situations and goals.
• Develop financial plans and investment strategies aimed at maximizing clients' financial potential.
• Monitor clients' investment portfolios and make adjustments as necessary to align with changing market conditions.
• Build and maintain strong client relationships through regular communication and follow-up meetings.
• Stay updated on financial regulations and market trends to ensure compliance and optimal advice.

Requirements

• Educational Qualifications: Graduate of any course
• Experience Level: Entry-level, 0-2 years of relevant experience preferred.
• Skills and Competencies: Strong analytical and problem-solving skills.
• Skills and Competencies: Excellent communication and interpersonal abilities.
• Qualities and Traits: High ethical standards and integrity in handling financial matters.
• Working Conditions: Primarily office-based with occasional client visits.