Description:
The Financial advisor is responsible to provide advice on financial matters, making recommendations on ways to best utilize the financial matters. The role involves researching the marketplace and advising on products and services available, ensuring they are aware of and understand.
Key Responsibilities and Accountabilities:
- Audit Invoices received in Chairman office.
- Check the details of the business plans of the clients and formulate the right financial plans that can help the clients.
- Assess the tax situations and provide useful help and information to the clients.
- Explain about the different type of financial assistance which can be used.
- Monitor the financial market to analyze the trends and thus come up with good financial strategy Research and investigate available investment opportunities to determine whether they fit into financial plans.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Communicate and assess their profits and losses to give them useful tips about their financial condition.
- Make financial planning strategies and explain the details to getter the earnings.
Qualifications and Experience:
- Minimum bachelor’s degree in finance, Business or any related discipline. There are various diploma courses in the field of finance and taxes that can be an extra advantage. Courses under finance management can come in handy.
- Minimum 10 years professional experience in similar role