We are looking for a financial adviser to act as an intermediary between our company and customers.
You will provide to our clients financial guidance and make recommendations on how to best utilize their money.
The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Keep abreast of new industry’s trends and research market to back up financial consulting
Liaise with providers, solicitors, valuers and other professionals
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
Ability to analyse market’s financial data and to provide appropriate data-based advice
Excellent PC knowledge and ability to operate database systems
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Track record of successful financial guidance