Financial advisers may provide investment advice across a variety of financial products and services or choose to specialist in a few selected products and services. A financial adviser is essentially an intermediary or agent between providers of financial products and services on the one hand and customers on the other.
Meeting clients to understand their needs and demands
Preparing financial plans with a mix of short and long term investments
Implementing approved plans
Providing periodic updates on the performance of investment portfolios.
Requirements of the role:
Have CSC or CIFC or IFC license
Have LLQP license
Excellent verbal and written communication skills.
Ability to lead and motivate a small team would be an advantage.
p.s: We are still consider candidates with strong qualifications without licenses, it is allowed to take license course after join our company.