Financial Advisor

As a Personal Investment Specialist, you will be responsible for explaining various types of investment product features and financial services to potential clients over the phone. Your role will involve delivering personalized investment solutions to assist clients in achieving their short term, medium term, and long-term financial goals. Additionally, you will play a key role in developing and strengthening client relationships. - Educate clients on investment options, answer their questions, and recommend suitable investments based on their needs. - Assist clients in planning for specific circumstances such as education expenses, tax planning, or retirement planning. - Meet with clients to understand their individual requirements and prepare financial plans that encompass a mix of short and long-term investments. - Provide regular updates on the performance of investment portfolios and monitor clients" accounts to assess if any changes are necessary to enhance account performance or accommodate life changes such as marriage or having children. - Research investment opportunities and stay informed about market trends. The ideal candidate for this role should have: - A Bachelor's degree - A strong foundation in financial planning and investment management This is a full-time position that offers benefits such as Provident Fund, a day shift schedule, and performance bonuses.,