Financial Services Consultant
Placement ProfessionalsJob Description
Provide financial consulting and advisory services to individual and corporate clients. Manage portfolio recommendations tailored to client goals and requirements.
Requirements
- Relevant diploma or degree in Finance, Banking, or related discipline
- Strong interpersonal and consultative sales capabilities
- Proven track record in financial advisory or client relationship management
Responsibilities
- Deliver comprehensive financial planning and consultation services
- Build and manage long-term client relationships
- Assess client financial needs and propose suitable financial products
Skills
Financial Advisory
Wealth Management
Client Relationship Management
Portfolio Analysis