Finance Advisor

5 - 9 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be responsible for delivering personalized investment solutions to assist clients in achieving their long-term financial objectives. This will involve creating financial plans and meticulously verifying the accuracy of information provided. Your key responsibilities will include: - Providing financial planning support to clients - Assisting investment professionals in nurturing client relationships - Developing financial plans and ensuring their precision To qualify for this role, you must have: - A Bachelor's degree in Finance or a related field - Over 5 years of experience in the industry - A solid grasp of the investment business - Exceptional interpersonal skills (Note: No additional company details were provided in the job description.),

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