Financial Advisor Needed At a Reputable Firm

Overview
A Financial Advisor is a finance professional. who provides consulting and advice about an individual’s or entity’s finances. Financial advisors can help individuals and companies reach their financial goals sooner by providing their clients with strategies and ways to create more wealth. Answering client questions about financial plans and strategies and giving financial advice. Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. … Managing and updating client portfoliosJob Responsibilities/ Functions

  • Provide financial planning support to clients.
  • Meet with client to discuss their financial goals.
  • Educate potential clients on the financial services and products offerings of HMI Management Service Limited.
  • Recommend investments to clients and assist them select investments products.
  • Provide market feedback on existing products to aid new product development.
  • Maintain and manage all existing client relationships.
  • Provide monitoring and evaluation report on effectiveness of sales strategy at meetings.
  • Scouting for opportunities for the firm through seminars, conferences and other sales and marketing platforms
  • Responsible for the relationship between clients and the company.

Qualifications

  • Minimum of an HND in related field.
  • Excellent interpersonal and communication skills.
  • Sense of ownership and pride in your performance and its impact on company’s success.
  • Proficient in Word, Excel, Outlook, and PowerPoint.
  • Prior sales experience is an added advantage.
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