About the role
- Evidence of the people skills needed to guide clients towards a financial decision that is both profitable and secure
- Commitment to cultivating our client base and building win-win relationships
- Self-motivation and willingness to network, generate leads, and seize opportunities to sell mutual funds, stocks, bonds etc.
- Focus and abilities required to meet sales quotas
- Desire to continue to learn constantly, keeping up on new industry trends and researching the market to back up financial consulting decisions
- Ability to see the big picture, including overseeing the course of the financial plan and updating it if necessary, to ensure profits
- Total commitment to compliance with all industry rules and regulations
- Exceptional communication skills needed to liaise with providers, vendors, and other professionals
- Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments etc.)
- Proven ability to provide strategic advice in the above areas articulately
- Patience and skills required to assess client’s overall financial picture, truly understand their needs, and then develop a relevant, solid financial plan
Requirements
- Proven work history with experience as a financial adviser, controller, planner, specialist or other relevant role
- Consistent track record of successful financial guidance
- Ability to analyze the market data in order to formulate and provide appropriate, data-based financial advice
- Attention to detail and consistent accuracy with all data
- Highly articulate and able to explain complex information clearly and simply
- Strong relevant computer skills including ability to operate database systems