New
2 weeks ago

Job Summary

We are looking to hire a talented Investment Planner who will ensure their clients make wise and profitable decisions to meet their financial goals. The candidate should have direct experience in providing effective financial advice to a variety of individuals and businesses. Effective communicator, highly analytical & customer oriented.

  • Minimum Qualification:Degree
  • Experience Level:Entry level
  • Experience Length:2 years

Job Description/Requirements

Responsibilities:

  • Evaluate client's financial documents including their income expenses, liabilities
  • Offer support and guidance in financial, insurance, and investment planning
  • Create strategic financial plans and budgets for clients
  • Monitor client's needs and adjust their financial plans accordingly
  • Present and market financial products and services 
  • Find potential clients and foster long-lasting relationships


Requirements:

  • Possess Bachelors Degree in Economics, Finance, or a similar field
  • At least 2 years of experience
  • Ability to analyze large amounts of financial data
  • Must demonstrate strong attention to detail and possess excellent problem-solving abilities
  • possess outstanding communication and presentation skills

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