Client Relationship Management

• Build and maintain relationships with clients through regular meetings and communication.
• Understand clients' financial goals, risk tolerance, and current financial situation.
• Provide personalized financial advice and develop tailored financial plans.

Requirements

• Bachelor’s degree in finance, economics, accounting, business, or a related field.
• Proven experience as a financial advisor, financial planner, or in a related financial services role.
• Experience in developing financial plans and managing investment portfolios.
• A track record of building and maintaining client relationships.