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Financial Advisors | 1Year Experience. Excellent Communication Skills

Financial Advisors | 1Year Experience. Excellent Communication Skills
Company:

First Sunshine Consulting



Job Function:

Sales

Details of the offer

Requirements:Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
Track record of successful financial guidance
Ability to analyse markets financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
BS degree in Finance or related fieldResponsibilities:Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess clients overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industrys trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionalsBenefits:HMO
Yearly vacations

Salario: Negotiable


Source: Jobomas

Job Function:

Requirements

Financial Advisors | 1Year Experience. Excellent Communication Skills
Company:

First Sunshine Consulting



Job Function:

Sales

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