Financial Advisor

About the role

We are seeking a Financial Advisor to deliver personalized investment solutions that help clients achieve their long‑term financial objectives. The successful candidate will create detailed financial plans, verify their accuracy, and support our investment professionals in building strong client relationships.

Key responsibilities

• Provide financial planning support to clients, tailoring solutions to individual goals.
• Assist investment professionals in cultivating and maintaining client relationships.
• Prepare comprehensive financial plans and rigorously cross‑check all information for accuracy.

Required profile

• High school certificate or ECOP qualification (preferred).
• At least one year of sales experience (preferred).
• Strong understanding of the investment business.
• Excellent interpersonal and communication skills.

Required skills