Financial Services Advisor – Greatitude Consultancy
Role Summary
The Financial Services Advisor is responsible for assessing clients' financial needs and providing tailored solutions. This role involves developing financial plans, advising on investment strategies, and ensuring compliance with regulatory requirements while maintaining strong client relationships.
Job Description
As a Financial Services Advisor, you will engage with clients daily to understand their financial goals and provide expert advice in a dynamic work environment. You will stay updated on market trends to ensure that your recommendations are informed and relevant.
Key Responsibilities:
- Assess clients' financial needs and objectives.
- Develop comprehensive financial plans tailored to individual clients.
- Advise clients on investment strategies and opportunities.
- Ensure compliance with all regulatory requirements.
- Maintain and strengthen client relationships through regular communication.
- Stay informed about market trends and financial products.
- Utilize financial planning software to create and manage client portfolios.
Job Requirements
Bachelor's degree in Finance, Business, or related field.
Proven experience in financial advisory or services.
Strong analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to build and maintain client relationships.
Quick Info
Company
Greatitude Consultancy
Location
Penang
Salary
Undisclosed
Skills Required
6 skills
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Required Skills
Financial Analysis
Client Relationship Management
Regulatory Compliance
Investment Strategy
Communication
Problem Solving
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