Our Financial Representative will be responsible for assessing clients' financial needs, providing personalized advice, and recommending suitable financial products and services. This role requires strong analytical skills, excellent communication abilities, and a deep understanding of financial products.
- Client Consultation: Meet with clients to discuss their financial goals, needs, and objectives.
- Financial Assessment: Analyze clients' financial situations, including income, expenses, assets, and liabilities, to identify their financial needs and goals.
- Product Recommendation: Recommend appropriate financial products and services, such as investments, insurance policies, and retirement plans, tailored to clients' needs.
- Portfolio Management: Assist clients in managing their investment portfolios, providing guidance on asset allocation and risk management.
- Financial Planning: Develop and implement comprehensive financial plans that align with clients' short-term and long-term objectives.
- Market Monitoring: Stay informed about financial market trends, economic conditions, and regulatory changes to provide up-to-date advice to clients.
- Client Education: Educate clients on financial concepts, products, and strategies to enhance their understanding and decision-making.
- Relationship Management: Build and maintain long-term relationships with clients, ensuring their financial needs are met and addressing any concerns promptly.
- Compliance: Ensure all financial activities comply with relevant laws, regulations, and company policies.
Functional Competencies
- Strong analytical, communication, and interpersonal skills.
- In-depth understanding of financial products, services, and market trends.
- Demonstrated commitment to ethical standards and client confidentiality.
- Advanced skills in Excel for financial modeling, analysis, and reporting.
Education and Work Background
- Bachelor’s degree in finance, Economics, Business Administration, or a related field.
- At least 2–4 years of experience in financial services, sales, or a related role.
Job Type: Full-time
Benefits:
- Company Christmas gift
- Company events
- Health insurance
- Paid training
- Work from home
Schedule:
- 8 hour shift
- Night shift
- Overtime
Supplemental Pay:
- 13th month salary
- Overtime pay
Experience:
- Financial analysis: 1 year (Required)
Work Location: Remote