Financial Advisor
Financial Advisor
Posted on :
21-12-2024
Employer Active
1 Vacancy
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Job Description
Job Title: Financial Advisor
Salary: Commission Based
The Financial Advisor supports the Fund Manager in marketing and distributing investment products with the following key responsibilities:
1. Client Servicing:
o Share product literature market updates and investment reports from the Fund Manager.
o Gather feedback on the Fund Manager s products.
o Understand and address clients changing investment needs.
2. Client Instructions:
o Receive and process client instructions on behalf of the Fund Manager as per the agreed terms.
3. Product Representation:
o Provide accurate and truthful information about the Fund Manager s products and avoid misselling.
4. Professional Conduct:
o Maintain the highest standards of business ethics and professionalism.
5. Business Growth:
o Grow commissions and portfolio by acquiring new clients.
6. Account Opening Support:
o Guide clients through the process of opening an Investment Account with the Fund Manager.
o Ensure clients complete all required forms and submit KYC documents.
Requirements
Candidate Profile: Financial Advisor Role
The ideal candidate for a Financial Advisor role possesses the following qualifications skills and attributes:
Qualifications:
Bachelor s degree in Finance Economics Business Administration Accounting or a related field.
2 5 years of experience in financial services investment management or related fields.
Proven sales and client relationship management experience with diverse client groups.
Skills:
Strong knowledge of financial markets investment strategies retirement and estate planning.
Analytical skills to interpret financial data and market trends.
Excellent sales networking and communication skills to build and maintain client relationships.
Problemsolving abilities to create tailored financial plans and address client needs.
Personal Attributes:
Integrity trustworthiness and a customerfocused approach.
Attention to detail resilience and adaptability in a dynamic environment.
Commitment to continuous learning and professional development.
Assessment Considerations:
Behavioral interviews to evaluate interpersonal skills.
Practical assessments to test financial planning expertise.
Background checks for compliance and certification verification.
Employment Type
Full Time
Key Skills
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