- Key ResponsibilitiesUnderstand clients’ financial goals, income, expenses, risk tolerance, and investment objectives.
- Provide financial planning and advisory services based on clients’ needs.
- Recommend suitable financial products, investment options, insurance, retirement plans, and wealth management solutions, as applicable.
- Develop personalized financial plans to support clients’ short-term and long-term goals.
- Monitor clients’ financial portfolios and recommend adjustments when required.
- Explain financial products, investment risks, returns, fees, and market trends to clients.
- Build and maintain long-term relationships with existing and prospective clients.
- Identify recent business opportunities and achieve assigned sales or client acquisition targets, where applicable.
- Maintain accurate client records, financial reports, and documentation.
- Ensure compliance with company policies and applicable financial regulations.
- Stay updated on financial markets, investment products, and industry developments.