Job Responsibilities

• Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives
• Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization
• Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles
• Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change
• Communicate complex financial information clearly and provide ongoing education to clients
• Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients
• Foster and grow long‑term relationships with clients by delivering attentive, responsive service pre and post sales
• Ensure compliance with legal and regulatory requirements in all aspects of financial advisory
• Co...