About the job The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Certification in Finance or related field /Eco Previous experience in insurance sales is an added advantage Strong understanding of the investment business Excellent interpersonal skill