Offer summary
Qualifications:
At least 3 years of experience in finance, Bachelor's or Master's degree in Finance, Relevant certifications either internationally accredited.Key responsabilities:
- Provide strategic advice on various financial products and services
- Assess client needs and develop solid financial plans
- Cultivate client base, build relationships and generate leads
- Network to sell mutual funds, stocks, bonds
- Stay updated on industry trends and market research