financial adviser
3 weeks ago
Responsibilities:
Achieve consistent sales performance and meet targets.
Analyze clients' financial needs and offer personalized solutions.
Provide professional financial advice to both individual and corporate clients.
Build and manage client portfolios through periodic engagement.
Foster a positive team culture by collaborating and communicating proactively.
• Achieve consistent sales performance
• Provide dedicated client services to the branch's clients
Requirements:
• At least 1-year of financial advisory experience preferred.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.
Wealth Management
Leadership
Literacy
Financial Planning
Business Acumen
Customer Relationships
Wealth
Risk Management
Team Lead
Presentation Skills
Corporate Events
Financial Advisory
Personal Development
Retirement
Financial Services
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