• Provide personalized financial advice to clients to help them achieve their financial goals.
• Develop comprehensive financial plans that analyze clients' current financial situations.
• Maintain and build client relationships through effective communication and follow-ups.
• Stay updated on the latest financial products, services, and regulations.
• Conduct market research to identify potential new clients and business opportunities.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field.
• Experience Level: 0–2 years of experience in financial services or sales.
• Skills and Competencies: Strong communication and interpersonal skills.
• Skills and Competencies: Ability to build long-term client relationships.
• Qualities and Traits: Self-motivated and goal-oriented.
• Responsibilities and Duties: Proficient in financial analysis and strategic planning.