Financial Advisor

In more detail, the areas of responsibility include: Business Development & Client Relationship Management Skilfully closing sales and meeting the allocated sales targets Quality lead generation and effective follow-up on prospective opportunities. Client engagement and relationship management. Financial Planning Work closely with clients to understand their financial situation and goals, develop customized plans to help them achieve those goals. Providing holistic guidance on products (e.g. pensions, investments, insurance, trusts etc) that align with the client’s financial objectives and risk appetite. Recommend and execute business strategies in line with the company’s objective. Industry Research & Product Knowledge Demonstrate solid understanding of financial concepts and of developments in the economy/markets (both local and global). Demonstrate solid understanding of financial products available in the market. QUALIFICATION AND EXPERIENCE The following experience is preferred: Bachelor’s degree in finance, economics, or related field. Minimum of 3 years’ experience in the financial sector. Certifications such as Certified Public Accountant (CPA), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) and Chartered Wealth Manager (CWM) or are highly desirable. Financial Planning and Finance skills. Prior experience in the financial services industry is beneficial. Retirement Planning and Investments expertise. Ability to provide comprehensive Financial Advisory services, self-driven, ambitious and ability to meet set targets. Business Acumen. Relationship building & networking skills. Excellent oral & written communication skills.