At Financial Friend, we are dedicated to helping clients achieve their financial goals through expert advice and personalized strategies.
Position Overview
We are seeking a motivated Financial Consultant to provide guidance and support to our clients in managing their finances effectively, while also playing a key role in business development and client acquisition.
Key Responsibilities
Assess clients’ financial needs and goals.
Develop customized financial plans.
Provide investment and savings advice.
Educate clients on financial products and services.
Monitor and review clients' financial progress regularly.
Identify and generate leads through various channels (online and offline).
Drive sales by converting leads into long-term clients.
Contribute to business development initiatives to expand our client base.
- Build and maintain strong client relationships to encourage referrals and repeat business.
Qualifications
Bachelor’s degree in Finance, Business, or a related field.
Robust analytical and communication skills.
Previous experience in financial consulting is a plus.