• Provide personalized financial advice to clients based on their individual needs and goals.
• Assist clients in creating comprehensive portfolios to enhance their wealth management strategies.
• Develop and maintain strong relationships with clients through effective communication and interpersonal skills.
• Conduct financial market research to stay updated on investment trends and opportunities.
• Prepare and present financial reports and strategies to clients regularly.

Requirements

• Educational Qualifications: Bachelor’s degree in Finance, Business, or a related field preferred.
• Experience Level: Junior: 0–2 years of experience in finance or related field.
• Skills and Competencies: Strong interpersonal skills to effectively engage with clients.
• Skills and Competencies: Excellent communication skills, both verbal and written.
• Skills and Competencies: Knowledge of wealth management and investment strategies.
• Qualities and Traits: Proactive and client-oriented attitude.
• Working Conditions: Flexible working hours with opportunities for remote work.