Description

• Provide financial advice to clients based on their financial situation and goals.
• Assist clients in developing a personalized financial plan.
• Monitor and review clients' financial progress regularly.
• Educate clients about investment strategies and financial products.
• Build and maintain long-term relationships with clients.

Requirements

• Educational Qualifications: Bachelor's degree in Finance, Business, or a related field preferred.
• Experience Level: Entry-level (0–2 years).
• Skills and Competencies: Strong communication and interpersonal skills.
• Qualities and Traits: Analytical thinker with attention to detail.
• Responsibilities and Duties: Ability to work independently and remotely.