Job Summary

We are looking for a Financial Adviser to act as an intermediary between our company and customers. You will provide our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, and design financials.

  • Minimum Qualification: Degree
  • Experience Level: Entry level
  • Experience Length: No Experience/Less than 1 year

Job Description/Requirements

  • Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
  • Assess client’s overall financial picture, understand their needs, and develop a solid financial plan
  • Guide clients towards a profitable and secure financial decision
  • Cultivate client base and build win-win relationships
  • Network, generate leads, and grab opportunities to sell mutual funds, stocks, bonds, etc to meet sales quotas
  • Keep abreast of new industry’s trends and research market to back up financial consulting
  • Oversee the course of the financial plan and update it, if necessary, to ensure profits

    Comply with all industry rules and regulations

  • Liaise with providers, solicitors, valuers, and other professionals

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