Financial Consultant
J D Auld & Co Limited
Accounting, Auditing & Finance
Job Summary
As a Financial Advisor, you will provide financial planning and tax advice to individual and corporate clients. You will help clients optimize asset management, investment strategies, tax planning, etc., ensure that their financial status complies with relevant regulations, and maximize their financial benefits.
- Minimum Qualification : HND
- Experience Level : Entry level
- Experience Length : 1 year
- Working Hours : Full Time
Job Description/Requirements
Responsibilities:
- Provide consulting services in financial planning, investment, tax planning, etc.
- Help clients set financial goals and plans and optimize asset allocation.
- Track clients' financial status and provide regular reports and suggestions.
- Answer clients' questions about taxation, investment, and financial management.
- Maintain and develop long-term relationships with clients to ensure customer satisfaction.
- Participate in the design and implementation of financial plans to ensure compliance with relevant regulations.
Requirements:
- HND in Accounting, Finance, and Economics
- Experience as a financial advisor, tax advisor or investment advisor is preferred.
- Good financial analysis and communication skills.
- Familiar with tax regulations and best practices in financial planning.
- Teamwork spirit and customer service focus.
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