Financial and Investment Specialist
2 months ago
About the Role
We are seeking a highly skilled Financial and Investment Specialist to join our team at Info Personnel. As a key member of our organization, you will be responsible for providing expert financial advice and guidance to our clients.
Key Responsibilities
- Provide financial advice and guidance to clients, ensuring they achieve their financial goals.
- Build and maintain strong relationships with clients, understanding their financial needs and preferences.
- Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible advice.
- Maintain accurate and detailed records of client interactions and financial plans.
Requirements
- Diploma in Finance or a related field.
- RE 5 Certificate.
- Minimum 2 years of experience as a Financial Advisor.
What We Offer
As a Financial and Investment Specialist at Info Personnel, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and make a real difference in the lives of our clients.
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