Financial Advisor
Skills
BusinessCustomer Relationship ManagementFinanceFinancial AdvisoryFinancial GoalsFinancial PlanningHelping Clients
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
- Proficiency in MS Office and CRM systems
- Attention to detail with strong math skills
- Strong ethics with a customer-oriented attitude
- Outstanding communication skills with ability to foster long-term relationships
- Diploma in Financial Advice or equivalent qualification
Nice to have
- Industry sales experience
- Understanding of investment and pension business
- Excellent interpersonal skills
- Ambition and hunger
Day to day
- Ensure clients make wise and profitable decisions to meet their financial goals
- Prepare sound financial plans to ensure target achievement
- Advise on current financial issues and make recommendations
- Generate new business and build introducer relationships
- Customize financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Maintain and update knowledge of regulations practices and financial products