Financial Advisor at Heirs Life

Job Description

• The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.
• They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Qualifications

• Bachelor's Degree / HND in any field.
• 0 year of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.