Client Adviser
1 week ago
**Responsibilities and Duties
- Analyse and evaluate the client’s financial portfolio
- Conduct Financial Needs Analysis and recommend appropriate solutions.
- Research the marketplace and design financial strategies
- Conduct monthly portfolio valuation review meetings
- Prepare and recommend comprehensive financial plans to assist clients in reaching their financial goals at various stages in their lives
**Qualifications and Skills
- Minimum Diploma of any discipline
- Experienced in Fundamental and Technical analysis of derivatives will be an advantage.
- Good personality with excellent communication and interpersonal skills
- Team player, who is committed and self-driven, with the ability to respond positively to client request for assistance.
- Proven Ability to conduct seminars and workshops
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