• Provide expert financial advice to clients regarding their investments and savings.
• Develop and maintain client relationships through excellent communication and customer service.
• Conduct financial assessments and provide tailored recommendations to meet clients' needs.
• Stay updated on market trends and investment opportunities to inform clients effectively.
• Assist clients in setting and achieving their financial goals.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred.
• Experience Level: No prior experience required; training will be provided.
• Skills and Competencies: Strong interpersonal and communication skills.
• Skills and Competencies: Ability to work independently and manage time effectively.
• Qualities and Traits: Highly motivated and driven to succeed.
• Ethical approach to financial advisory services.