Financial Consultant

Role Overview:
We are seeking a motivated and experienced Financial Consultant to join our team. In this role, you will provide expert financial advice and planning services to our clients, help them achieve their financial goals, and contribute to the growth of our business.

Key Responsibilities:

• Meet with clients to understand their financial goals, circumstances and risk tolerance.
• Analyze clients’ financial information (income, expenses, assets, liabilities, investments).
• Develop personalized financial plans covering areas such as investments, retirement, insurance, tax strategy, estate planning.
• Recommend appropriate financial products and strategies, monitor client portfolios, and make adjustments as needed.
• Keep up-to-date with market trends, economic indicators and regulatory changes.
• Build and maintain strong client relationships; generate new business through referrals, networking and seminars.
• Prepare reports, presentations and financial models for clients and internal stakeholders.
• Collaborate with other professionals (e.g., tax advisors, estate planners, legal) to deliver comprehensive solutions.

Qualifications & Skills:

• Candidates must possess at least a Diploma awarded by a recognised polytechnic or a private educational institution, or an equivalent qualification, in any discipline.

What We Offer:

• Competitive salary and performance‐based bonuses/incentives.
• Health insurance, retirement plan, paid time off, flexible working arrangements, continuing education, certifications.
• Opportunity for professional growth and career advancement.
• Supportive, collaborative team environment