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Senior Financial Planner
3 weeks ago
As a seasoned financial professional, you will be responsible for delivering tailored investment solutions to help clients achieve their short-term, medium-term, and long-term financial objectives.
Key Responsibilities:- Explain various types of investment product features and financial services over the phone to potential clients.
- Develop and deepen client relationships by providing exceptional customer service.
- Educate clients on investment options and potential risks to ensure informed decision-making.
- Recommend investments to clients or select investments on their behalf based on their individual needs and goals.
- Help clients plan for specific circumstances, such as education expenses, tax planning, or retirement planning, to ensure they are well-prepared for the future.
- Meet with clients to understand their needs and demands, and provide personalized advice and guidance.
- Prepare comprehensive financial plans that take into account both short-term and long-term investments to meet clients' evolving needs.
- Provide regular updates on the performance of investment portfolios to ensure clients are aware of their progress.
Requirements:
- Graduate Fresher
- Strong finance knowledge
- Mathematical skills