• Provide financial planning and investment advice to clients based on their individual needs.
• Assist clients in developing personal budgets and financial goals.
• Monitor clients' financial portfolios and provide updates on investment performances.
• Conduct market research to identify opportunities and trends affecting clients’ investments.
• Educate clients on various financial products and services available to them.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business Administration, or a related field.
• Experience Level: No previous experience required, but internships or coursework in financial services is a plus.
• Skills and Competencies: Strong analytical skills and attention to detail.
• Skills and Competencies: Excellent communication and interpersonal skills to build strong client relationships.
• Qualities and Traits: High ethical standards and integrity in providing financial advice.
• Qualities and Traits: Self-motivated with a proactive approach to client acquisition and retention.