Financial Advisor George

Job Overview

The role of a financial advisor is one that demands utmost professionalism, integrity, and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families' financial futures to them.

At a glance, it is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Duties & Responsibilities

• Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
• Provide pro-active, on-demand financial service and advice to customers within your allocated customer markets.
• Understand the customer’s personal and financial circumstances – and their goals or dreams for the future, building solid relationships through strong interpersonal and communication skills.

Benefits

Desired Experience & Qualifications

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