Personal Financial Consultant

Responsibilities

• Proactively identify, acquire, and onboard new individual clients through referrals, networking, and outreach activities.
• Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
• Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
• Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
• Educate clients on financial products and services, explaining features, benefits, and potential risks.
• Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs.
• Ensure all client interactions and transactions comply with internal policies, regulatory requirements, and ethical standards.
• Collabor...