We are looking for an experienced Financial Adviser who will take the intermediary role to connect our company and our customers. Your duties will include providing customers with financial consulting services and help them utilize their money most efficiently.
We expect you to be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close sales.
Provide guidance towards profitable and secure financial solutions to the customers
Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage and so on
Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
Build client base and maintain win-win relationships
Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc to meet sales goals
Stay informed about trends and updates of industry niche
Review financial plans and optimize them to ensure profits
Ensure compliance with all industry rules and regulations
Interact with providers, solicitors, valuers and other professionals
3+ years' experience of working on a Financial Adviser, Planner (http://www.link...), Specialist (http://www.link...) or other relevant position
Solid experience in analysing market’s financial data and providing consulting services in this area
Track record of successful financial guidance
Significant experience with PCs, particularly with database systems operating
Excellent communication, negotiation and presentation skills
Accuracy, close attention to detail and the ability to provide detailed and plain explanations on complex data