We are looking to appoint skilled, qualified Financial Advisors/Planners to join our golden ratio.
We are looking for an experienced Financial Adviser who will support our customers in their finances management.
Your responsibility will be to ensure they make wise and profitable decisions to meet their financial goals, serving as their trusted advisor in such areas as short-term and life insurance, investments and health care products.
We expect you to be an effective communicator and have experience in financial planning and business development. You should be a good analyst and a customer-oriented professional.
Explore customers’ financial statuses such as income, expenses and liabilities
Customize clients’ financial plans according to their changing needs
Develop sound plans and budgets for clients and consult them on related issues
Find financial opportunities (such as insurance plans or investments) and suggest them to customers
Introduce suitable financial products and services to customers
Consult customers on the implementation of their plans and transactions
Find new prospective clients and approach them
Maintain strong relationships with existing clients
Stay informed about news and updates about regulations, practices and financial products
3+ years' experience of working on a Financial Planner position
Solid experience of analyzing financial information and complying with regulations
Experience in sales or customer service
Good practical experience
Strong math skills with close attention to detail
Customer service orientation with strong ethics
Strong communication skills and ability to build long-term relationships
Nice to have: Qualification Certification, RE, relevant area; professional certification such as CFP will be a bonus