Financial Consultant

Analyze clients’ current financial situation, including income, expenses, liabilities, and financial goals.

Provide financial and investment advice aligned with the client’s objectives and risk tolerance.

Develop short- and long-term financial plans covering retirement, insurance, savings, and investments.

Monitor the performance of investment portfolios and provide regular recommendations.

Clearly explain investment options, loans, and banking products in a simple and professional manner.

Stay updated on market trends and adjust financial plans as needed.

Maintain an up-to-date client database and accurate records of consultations.

Ensure compliance with all relevant financial regulations and company policies.

Collaborate with other departments such as accounting, insurance, and wealth management when necessary.