Financial Advisor
Salary undisclosed
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Description:
The ideal candidate will deliver personalized investment and insurance solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and building lasting relationships with clients.
Responsibilities
- Provide financial planning support to clients to guide them through the various stages of their financial life.
- To provide relevant investment updates and rebalancing of an investment portfolio of clients from time to time.
- To cultivate long-term client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or a related field
- Strong understanding of the investment business
- Excellent interpersonal skills