Finance Consultant
General Overview:
You will provide comprehensive financial advisory services to individuals and families, helping them achieve their financial goals and securing their financial futures. This is an excellent opportunity for someone passionate about building meaningful client relationships and excelling in the wealth management industry.
Key Responsibilities:
Financial Advisory:
- Assess clients' financial needs, goals, and risk tolerance to develop customized and personal financial plans.
Give advice and critical insight on investment strategies, insurance solutions, retirement planning, and estate management.
Portfolio Management:
- Build and manage clients’ investment portfolios, ensuring alignment with their financial objectives.
Monitor and review financial plans regularly, making adjustments based on market conditions and client life changes.
Client Acquisition and Relationship Management:
- Identify and engage potential clients through networking, referrals, and strategic outreach.
Build long-term and good relationships by delivering exceptional service and maintaining regular communication.
Compliance and Documentation:
- Ensure all financial plans and recommendations comply with regulatory standards.
Maintain accurate and updated records of client interactions, agreements, and portfolios.
Professional Development:
- Stay updated on market trends, financial products, and regulations to provide informed advice.
- Requirements:Degree/ Diploma in any discipline
Relevant certifications such as CMFAS (e.g., M5, M6, M9, HI) or willingness to obtain them.
Strong understanding of financial products, investment strategies, and risk management.Excellent communication and interpersonal skills.
Self-motivated and results-oriented with a passion for helping clients succeed financially.
Ability to work independently and in a team setting.