• Provide expert financial advice to clients, ensuring the best financial solutions are recommended.
• Analyze clients' financial situations and tailor strategies to meet their specific goals.
• Build and maintain strong client relationships through effective communication and trust.
• Stay updated on industry trends and changes in regulations affecting clients' financial standing.
• Collaborate with team members to achieve collective sales targets and enhance service delivery.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: 1-3 years of experience in financial consulting or a related role.
• Skills and Competencies: Strong financial analysis and consulting skills, along with sales expertise.
• Responsibilities and Duties: Ability to manage client portfolios and provide excellent customer service.
• Qualities and Traits: Strong analytical thinker with excellent communication and interpersonal skills.