Full-timeFinance
KEY RESPONSIBILITIES:
Assess clients’ financial needs, goals, and current financial situations. Provide professional advice on budgeting, savings, investments, and financial planning. Develop personalized financial plans to help clients achieve their short-term and long-term goals. Recommend suitable financial products and investment opportunities based on clients’ needs and risk tolerance. Monitor financial market trends and identify potential investment opportunities. Build and maintain strong relationships with clients through regular consultations and follow-ups.