Financial Adviser - Flexible Office Homeoffice Remote
Talent
Athens, Attica, Greece
πριν από 2 μέρες

We are looking for a financial adviser to act as an intermediary between our company and customers.

You will provide to our clients financial guidance and make recommendations on how to best utilize their money.

The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.

Responsibilities

Guide clients towards a profitable and secure financial decision

Liaise with providers, solicitors, valuers and other professionals

Oversee the course of the financial plan and update it, if necessary, to ensure profits

Keep abreast of new industry’s trends and research market to back up financial consulting

Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas

Requirements

Excellent PC knowledge and ability to operate database systems

Strong communication, negotiation and presentation skills

Proven working experience as a financial adviser, controller, planner, specialist or relevant experience

Ability to analyse market’s financial data and to provide appropriate data-based advice

Track record of successful financial guidance

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