Financial Consultant/ Financial Advisor
Full-time
Junior Executive
5 days ago
Responsibilities:
Analyze clients' financial statuses.
Examine and suggest financial opportunities.
Develop sound plans and budgets for clients.
Customize financial plans according to client's changing needs.
Help clie...
Responsibilities:
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients.
- Customize financial plans according to client's changing needs.
- Help clients implement their plans and carry out transactions.
- Present and provide suitable financial services.
- Find and approach prospective clients.
- Build strong relationships to retain existing clients.
- Maintain updated knowledge of regulations, practices, and financial services.
Requirements:
- Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
- Ability to analyze financial information and comply with regulations.
- Good ethics, with a customer-oriented attitude.
- Outstanding communication skills, with the ability to foster long-term relationships.
- Possess at least a Diploma in accounting, finance, business administration or relevant field
Perks & Benefits
- Commission and bonus
- Central location
- Flexible working hours
- Casual dress code
- Personal development opportunities
- One To One Products Training Will Be Provided
Jes Advisory is a privately owned company that specializes in providing comprehensive business setup, real estate sales, financial staging, and consulting services. Our team of experienced professionals is committed to delivering exceptional service to our clients by leveraging our expertise and deep industry knowledge.
We understand that starting a new business can be a daunting task, which is why we offer a range of business setup services to help you get started on the right foot. Our team will work closely with you to understand your unique needs and guide you through every step of the setup process. Whether you're a small business owner or an entrepreneur looking to launch a new venture, we have the expertise to help you succeed.
In addition to our business setup services, we also offer a wide range of real estate sales services. Our team of licensed agents has extensive experience in the real estate industry and can help you navigate the complex process of buying or selling a property. From conducting market research to negotiating contracts, we have the expertise to help you achieve your real estate goals.
At Jes Advisory, we also offer financial staging and consulting services to help our clients achieve their financial objectives. Our team of financial experts will work closely with you to develop a comprehensive financial plan that aligns with your business or personal goals. We can help you with everything from financial analysis to tax planning and preparation.
Our commitment to excellence and client satisfaction is at the core of everything we do at Jes Advisory. We pride ourselves on delivering exceptional service and building long-term relationships with our clients. Contact us today to learn more about how we can help you achieve your business, real estate, and financial goals.
