Financial Advisor

The ideal candidate will deliver personalized insurance and investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.

Responsibilities

• Provide financial and insurance planning support to clients
• Support investment professionals to cultivate client relationships
• Providing good after-sales service to clients

Qualifications

• G.C.E. A/L
• Sales and marketing-related working experience.
• Strong understanding of the investment and insurance business
• Excellent interpersonal skills