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Job Description
We are looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our client's financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess the 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
- Liaise with providers, solicitors, valuers, and other professionals
Job Requirements
- Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyze market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- BS degree in Finance or related field
