- 경험
- 3년 이상
- 샐러리
- —
- 채용 공고
- 1
- 게시됨
- 3시간전
- 작업 모드
- 사무실에서
- 재개하다
- 신청 시 필수 사항
당신이 일하게 될 곳
직무 설명
About the Role
We are collaborating with a prominent financial services company to find a skilled, client-oriented Financial Advisor for an essential position within a well-established team. The role demands comprehensive expertise in investment products, pension planning, and protection solutions.
Key Responsibilities
- Establish and nurture enduring, trustworthy client relationships through consistent communication, portfolio evaluations, and performance feedback.
- Expand the life, pension, and investment portfolio by managing current clients and actively pursuing new business prospects.
- Perform thorough financial analyses to deliver customized advice aligned with clients' objectives, tax planning, and estate management.
- Manage the full business process, including client onboarding, pipeline oversight, application processing, and renewals.
- Ensure compliance with up-to-date regulatory and Anti-Money Laundering (AML) guidelines, while staying informed about market conditions and economic developments.
Candidate Profile
- Qualifications: Qualified Financial Advisor (QFA).
- Experience: At least 3 years in financial advisory or wealth management roles.
- Extensive knowledge of investments, life insurance, and pension products.
- Strong familiarity with current regulatory frameworks and AML procedures.
- Excellent communication skills, capable of explaining complex financial topics in clear terms.
- Proactive, highly organized, and analytical with the ability to maintain composure under pressure and achieve revenue objectives.