FInancial Advisor plus Internal Audit

Specification

Description

Job Details:

Position: FInancial Advisor plus Internal Audit
Total Vacancy: 1 Male/Female

Job Description:

Responsibilities

• Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision
• Cultivate client base and build win-win relationships
• Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations
• Liaise with providers, solicitors, valuers and other professionals

Requirements

• Proven working experience as a financial adviser, controller, pla
er, specialist or relevant experience, doing analysis and auditing.
• Track record of successful financial guidance
• Ability to analyse market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
• BS degree in Finance or related field, ACCA and CPA certified.


Age: 25 - 45 years old
Driving License Class: 3
Basic Salary: B$ 2, 500 / Month
Employment Type: Full Time

Closing date: 17/02/2018

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