• Provide expert financial advice to clients to help them achieve their financial goals.
• Analyze clients' financial situations and develop tailored financial plans.
• Conduct regular reviews of clients' portfolios and suggest adjustments as needed.
• Build and maintain strong relationships with clients through effective communication and support.

Requirements

• Educational Qualifications: Any course with Bachelor’s degree
• Experience Level: 0-1 year of experience in financial consulting or a related field.
• Skills and Competencies: Strong analytical skills and attention to detail.
• Skills and Competencies: Excellent communication and interpersonal skills.
• Qualities and Traits: Proactive approach and willingness to learn.