Responsibilties:
· Conduct thorough financial consultations with clients to understand their financial goals, assess their current financial situation, and develop personalized plans for investment, retirement, estate planning, and risk management.
· Provide expert advice on investment strategies, asset allocation, and portfolio management tailored to clients' risk tolerance and financial objectives. Monitor and adjust investment portfolios in response to market conditions and clients' changing needs.
· Develop comprehensive financial plans that encompass short-term and long-term goals, taking into account factors such as education funding, retirement planning, and estate considerations. Collaborate with clients to set achievable financial milestones.
· Evaluate clients' insurance needs and provide guidance on risk management solutions, including life insurance, disability insurance, and long-term care coverage. Ensure clients are adequately protected against unforeseen financial challenges.
· Educate clients on financial concepts, investment options, and market trends. Foster clear and open communication to keep clients informed about their financial strategies, portfolio performance, and any adjustments made to their plans.
Requirements:
· Local diploma or bachelor's degree in finance, economics, business, or a related field.
· The ability to work collaboratively with cross-functional teams, including sales, design, and product development, to achieve marketing goals.
· Proficiency in digital marketing techniques and tools, including SEO, SEM, email marketing, social media marketing, and content marketing
· Marketers often need to develop creative and innovative marketing campaigns and content to engage audiences and differentiate their brand.
· Excellent communication skills are crucial for building trust and rapport with clients. Strong interpersonal skills are also needed for establishing and maintaining client relationships.
Interested applicants, please write in through CareersFuture with detailed resume in MS Words format.
EA License Number: 23C1730
Please Provide:
1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.
