Bachelor's degree in finance, business, or a related field., Strong analytical and problem-solving skills., Excellent communication and interpersonal abilities., Experience in customer service or financial advising is a plus..
Key responsibilities:
Assist clients in understanding investment options and financial products.
Conduct assessments to determine clients' financial needs and goals.
Prepare and present financial reports and investment strategies.
Collaborate with team members to enhance client satisfaction and service delivery.
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