About the Financial Adviser position

We are looking for a Financial Advisor who will take the intermediary role to connect our company and our customers. Your duties will include providing customers with financial consulting services and help them utilize their money most efficiently.

Financial Advisor responsibilities are:

• Provide guidance towards profitable and secure financial solutions to the customers

• Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage and so on

• Explore clients' overall financial situation, investigate their needs and suggest solid financial plans

• Build client base and maintain win-win relationships

• Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc to meet sales goals

• Stay informed about trends and updates of industry niche

• Review financial plans and optimize them to ensure profits

• Ensure compliance with all industry rules and regulations

• Interact with providers, solicitors, valuers and other professionals

Financial Advisor requirements are:

• Track record of successful financial guidance

• Excellent communication, negotiation and presentation skills

• Accuracy, close attention to detail and the ability to provide detailed and plain explanations on complex data