Description

• Provide expert financial advice to clients based on their individual financial goals.
• Analyze clients' financial status and create personalized plans to achieve their financial objectives.
• Monitor and evaluate clients’ investments, providing regular updates on performance.
• Educate clients on investment options, risks, and market conditions.
• Assist clients with budgeting and financial planning.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Accounting, or a related field preferred.
• Experience Level: 0–2 years of experience in financial consulting or a related field.
• Skills and Competencies: Strong analytical skills and attention to detail.
• Qualities and Traits: Excellent interpersonal and communication skills.
• Responsibilities and Duties: Ability to meet client deadlines and manage multiple tasks effectively.