Financial Advisor
Skills
Build Strong RelationshipsCustomer Relationship ManagementFinanceFinancial AdvisoryFinancial PlanningFinancial ServicesRegulatory Compliance
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven experience as a financial planner.
- Ability to analyze financial information and comply with regulations.
- Strong ethics with a customer-oriented attitude.
- Outstanding communication skills with the ability to foster long-term relationships.
Nice to have
- Diploma in Financial Services
- Industry sales experience
- Understanding of investment and pensions
- Excellent interpersonal skills
Day to day
- Ensure clients make wise and profitable decisions to meet their financial goals.
- Prepare sound financial plans to ensure client targets are met.
- Advise on financial issues and recommend actions.
- Generate new business and build introducer relationships.
- Customize financial plans according to changing client needs.