Description:
Summary:
The Financial Adviser is responsible for providing financial advice and guidance to clients, helping them make informed investment decisions, and achieving their financial objectives. They must have extensive knowledge of financial products and services and stay up-to-date with industry trends.
Responsibilities:
- Provide financial advice and guidance on investments, savings, insurance, taxation, and retirement planning.
- Develop suitable investment strategies based on clients' financial situations, goals, and risk tolerance.
- Conduct market research, analyze financial data, and offer informed investment advice.
- Prepare financial reports, including investment proposals, financial plans, and risk assessments.
- Monitor clients' investment portfolios and make recommendations for adjustments.
- Build and maintain relationships with clients, prospective clients, and industry professionals.
- Meet regulatory and compliance requirements related to investment advice.
Qualifications:
- Bachelor's degree in Finance, Accounting, Business Administration, or related field.
- Relevant professional certification such as CFA, CFP, or CIC.
- Deep knowledge of financial products, services, and markets.
- Strong analytical and research skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and problem-solving ability.
- Proficiency in computer software applications, including financial modeling tools.
- Experience in banking and financial services industry.
24 Feb 2025;
from:
uworkin.com