Job Description

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

Responsibilities
Provide strategic advice across a variety of financial services.
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

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Skills

Business Development , Business Adminstration ,

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Qualifications

• Any Degree