Financial Advisor Kli

  • company name Kli
  • working location Office Location
  • job type Full Time

Experience: 2 - 2 years required

Pay:

Salary Information not included

Type: Full Time

Location: Nagercoil

Skills: Financial planning, Interpersonal Skills, investment professionals, Client relationships, accuracy of information

About Kli

Job Description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications SSLC/ HSC/ Bachelor's degree in Finance or related field Strong understanding of the investment business Excellent interpersonal skills,