-
Job Description
Role: Work with existing clients. Foster new relationships through continuous client engagement. Provide professional advice and recommendations. Lead client meetings and presentations. Mentor junior staff members. Keep in touch with industry trends. Qualifications: Bachelor's degree in finance, economics, or a related field. Minimum of 2-5 years of experience in financial planning, wealth management, or related field. Demonstrated expertise in financial planning concepts, investment strategies, and retirement planning. Strong analytic skills and attention to detail, with the ability to analyse complex financial scenarios and develop actionable recommendations. Skills: Financial Advisor QFA Relationship Benefits: Work From Home