Financial Consultant/financial Advisor
8 months ago
**Responsibilities**:
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients.
- Customize financial plans according to client's changing needs.
- Help clients implement their plans and carry out transactions.
- Present and provide suitable financial services.
- Find and approach prospective clients.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices, and financial services.
**Requirements**:
- Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Good ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Possess at least a Diploma in accounting, finance, business administration or relevant field
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Financial Consultant/financial Advisor
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