Description

• Provide personalized financial advice to clients based on their financial goals.
• Analyze clients' financial status and develop tailored investment strategies.
• Keep abreast of market trends and changes in the financial landscape.
• Build and maintain strong client relationships to ensure a high level of satisfaction.
• Assist clients with retirement planning, tax strategies, and estate planning.

Requirements

• Educational Qualifications: Bachelor’s degree
• Experience Level: Entry-level: 0–2 years
• Skills and Competencies: Strong analytical and communication skills
• Qualities and Traits: Customer-focused with a professional demeanor
• Working Conditions: Part-time position with flexible hours