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About the Role
- Assess clients' financial needs, goals, and risk tolerance.
- Develop customized financial plans, including investments, insurance, and retirement strategies.
- Recommend suitable financial products such as mutual funds, stocks, bonds, and insurance policies.
- Monitor and update clients' financial plans based on market trends and life changes.
- Educate clients on financial concepts and risk management
- Maintain long-term relationships with clients and provide ongoing support.
- Graduate of at least any 4-year course
- With internet connection
- Preferably with laptop or tablet device
- Open for part-timers, career shifters, fresh graduates, graduating students with no more units to take (literally grad-waiting)
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