Key Responsibilities:

Manage and grow a portfolio of clients, developing strong relationships and understanding their financial needs and goals.
Provide personalized financial advice and solutions, including investment strategies, risk management, and retirement planning.
Monitor client accounts and market trends to identify opportunities and risks.
Prepare and present financial reports, performance reviews, and investment proposals to clients.
Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
Stay updated with industry regulations, market developments, and financial products to provide informed advice.
Attend client meetings, networking events, and industry conferences to enhance client relationships and business development.

Qualifications:

Bachelor's degree in Finance, Business, Economics, or a related field.
Completed articles
Proven experience as an Account Manager, Financial Advisor, or similar role in the finance industry.
Strong knowledge of financial products, investment strategies, and market trends.
Excellent interpersonal and communication skills, with the ability to build and maintain client relationships.
Analytical mindset with strong problem-solving skills.
Proficiency in financial software and tools, including [specific software/tools relevant to the company].
Ability to work independently and as part of a team in a fast-paced environment.

What We Offer: