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.
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
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