Job Description
- Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
- Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
- Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
- Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
- Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
- Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs.
- Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
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