Assistant Financial Consultant at SIAO

Role Overview

• We are seeking a detail-oriented and motivated Assistant Financial Consultant to support our financial consultants in delivering sound financial advice and solutions to clients.
• The ideal candidate will assist in financial analysis, research. reporting, and client servicing to help individuals and businesses achieve their financial goals.

Key Responsibilities

• Assist in gathering and analyzing financial data to support client assessments.
• Prepare financial reports, presentations, and recornmendations under the guidance Of senior consultants.
• Support in the development of financial plans for investments, savings, insurance, retirement, and tax strategies.
• Maintain accurate client records and documentation.
• Monitor market trends and financial products to provide relevant insights.
• Coordinate client meetings, follow-ups, and service requests.
• Assist in building and maintaining strong client relationships.

Requirements

• Bachelor's degree in Finance. Accounting, Economics. or a related field.
• years' experience in finance, consulting, banking, or a related role (internship experience is an advantage).
• Strong understanding of basic financial concepts and products.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.
• Ability to v•nrk in a team and handle multiple tasks effectively.

Competencies

• Analytical and problem-solving skills.
• Client-focused with a service-oriented mindset.
• Good interpersonal and relationship-building skills.
• Eagerness to learn and grow in the financial advisory field.
• Ability to thrive in a fast-paced, dynamic environment.