Responsibilities

• Develop and maintain client relationships to provide personalized financial advice.
• Analyze clients' financial situations and create tailored financial plans.
• Educate clients on financial products and services available to them.
• Monitor and review clients' financial plans to ensure they are on track to meet their goals.
• Participate in networking events to expand professional contacts and client base.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field
• Experience Level: Junior: 0–2 years
• Skills and Competencies: Networking Skills, Communication Skills, Negotiation Skills, People Oriented
• Qualities and Traits: Strong interpersonal and communication skills
• Responsibilities and Duties: Ability to work independently as well as part of a team