Job Description
Financial Consultant

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Financial Consultant
Responsibilities include:

As a Financial Consultant, your responsibility includes provide guidance on investment decisions, cash management, and day-to-day company expenses. More about this role:

✓ Acquire new clients and work closely with our existing clients in providing advice & trade support and enhancing their portfolio in achieving their sales targets
✓ Analyze and managing clients expectation and needs
✓ Identify and investigate potential financial losses
✓ Assess company’s financial status and analyze investment plans
✓ Source and evaluate capital expansion options, including loans and funding
✓ Advise on selling and buying stocks and bonds
✓ Forecast revenues and costs and report any discrepancies
✓ Analyze market trends and identify risks and opportunities


✓ BS degree in Finance, Accounting, Economics or related field
✓ Proven work experience as a Financial Consultant, Financial Adviser or similar role
✓ Strong career mind and desire for success
✓ Highly motivated, ambitious, dynamic and sales oriented
✓ Well organized, sociable, excellent interpersonal and communication skills
✓ Additional certification (e.g. CFP or CFA) is a plus
✓ Excellent analytical skill

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