Trainee Financial Adviser
Offer summary
Qualifications:
Bachelor's degree in Finance, Business, or a related field., Strong analytical and numerical skills., Excellent communication and interpersonal abilities., Willingness to learn and adapt in a fast-paced environment..Key responsibilities:
- Assist senior financial advisers in preparing financial plans.
- Conduct research on investment opportunities and market trends.
- Meet with clients to gather financial information and assess their needs.
- Prepare reports and presentations for client meetings.
Required profile
Experience
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