Financial Advisor
Axsium Holdings, Pakistan
Experience
< 1 Year
Salary
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
Intermediate
Total Vacancies
5 Jobs
Posted on
Jul 30, 2020
Last Date
Oct 30, 2020
Location(s)
Job Description
Financial Advisor Responsibilities:
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives.
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
- Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
- Managing and updating client portfolios.
- Contacting clients regularly to discover changes in their financial status.
- Building and maintaining your client base.
Job Specification
Financial Advisor Requirements:
- Matric / F.A/ FSc/ Bachelor degree in business, finance or related field.
- 1-2 years of sales experience.
- Knowledge of mutual fund, securities, and banking industry would be a plus.
- Proficient in MS Office
- Strong communications skills
- Comfortable using a computer for various tasks.
- Experience providing quality financial advice.
Financial Services - Multan, Pakistan