To undergo training & development to be able to do the following:

• Financial need analysis
• Assist clients with financial planning, budgeting, and risk management.
• Assist in financial planning, provide investment advice, and client service.
• Monitor clients' portfolios and update client regularly
• Educate clients about financial products and services.
• Build and maintain strong client relationships.

• Educational Qualifications: Bachelor's degree in Finance, Accounting, or a related field.
• Experience Level: Less than 1 year of relevant experience preferred.
• Skills and Competencies: Proficiency in excel with excellent communication abilities.
• Working Conditions: Flexible working hours with once a week office training/meeting
• Qualities and Traits: Detail-oriented, proactive, with a strong moral compass and commitment to client service.