Description

• Provide personalized financial advice to clients based on their individual financial goals.
• Assist clients with investment strategies and wealth management.
• Establish and maintain strong relationships with clients through effective communication.
• Understand and analyze financial markets to provide informed guidance.
• Keep up-to-date with relevant industry trends and regulatory changes.

Requirements

• Educational Qualifications: Diploma in Finance, Business Administration, or a related field.
• Experience Level: 0–2 years (Entry-level position).
• Skills and Competencies: Strong interpersonal skills and excellent communication abilities.
• Skills and Competencies: Goal-oriented with a proactive approach to financial planning.
• Qualities and Traits: High level of integrity and trustworthiness.
• Responsibilities and Duties: Ability to work effectively in a team environment.