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  • Posted 5 days ago
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Job Description

  • Provide personalized financial advice to clients based on their goals and needs.
  • Analyze clients financial situations and investment portfolios.
  • Recommend investment strategies and products to optimize returns.
  • Stay updated on market trends and regulations.
  • Build and maintain strong client relationships through effective communication.
  • Educational Qualifications: A Diploma in Finance, Business, or a related field.
  • Experience Level: Fresh Graduates or Students are encouraged to apply.
  • Skills and Competencies: Proficiency in Wealth Management, strong Communication Skills, Sales ability, and social media engagement.
  • Responsibilities and Duties: Assist clients in financial planning, build client relationships, and develop personalized investment strategies.
  • Working Conditions: Office environment with potential client meetings, flexible hours including virtual consultations.
  • Qualities and Traits: Honest, persistent, friendly, and a people person with integrity.

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Job ID: 135141371

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