Financial Consultant

Financial Consultant (Service)

Financial consultant is to help clients accomplish financial objectives by achieving plenty of financial requirements and giving suggestions.

Job Description

  • Assesses client’s’ financial situation by gathering information regarding investments, asset allocation and savings, evaluating risk tolerance.
  • Provide explanations and answer questions to meet client’s needs.
  • Develops financial strategies by guiding client to establish financial goals and plans.
  • Provides financial management information by preparing financial status analyses and reports.
  • Review and respond to clients changing needs and financial circumstances.


  • Bachelor degree in Financial Service or similar field.
  • Excellent communication and interpersonal skills.
  • Ability to explain complex information simply and clearly.
  • Good time management and negotiation skills.
  • Proficiency in MicroSoft Office and numerical analysis tools.
  • Proven work experience could be an advantage.

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