Financial Consultant

Job Profile Summary:

You will provide sound insurance and reliable financial advice to clients by analyzing their financial needs and exceeding their service expectations.

Job Description:

. Build and maintain clientele database

. Establish Clients' financial objectives through Fact Find

. Analyse Clients' data and determine suitable strategies to meet clients' financial objectives

. Establish and maintain a long-term relationship with clients through periodic follow-up and reviews

. Adherence to a tight compliance regime in order to provide sound financial advice to clients

Who we are looking for:

Competencies & Personal Traits

• Exhibit ability to deliver effective communication and excellent interpersonal skills
• Possess strong leadership qualities and a mind towards excellence
• Analytical and strong prob...