Job description templates
Financial Adviser job description
A ready advert for a Financial Adviser job in Libya, in Arabic and English. Post it on jobs.ly and edit it to fit your organization.
About the job
We are looking for a financial adviser to understand clients' circumstances and goals and help them choose savings and investment plans that suit them and keep those plans on track.
Duties and responsibilities
- Meet clients to understand their finances, goals and attitude to risk
- Prepare financial and investment plans that suit each client and explain them clearly
- Recommend suitable savings, investment and insurance products and explain their risks and costs
- Carry out clients' investment decisions in coordination with banks and brokerage firms
- Monitor investments and revise plans when a client's circumstances or the market change
- Build a client base and maintain long-term relationships with clients
- Apply know-your-customer and anti-money laundering checks and keep client data confidential
Working conditions
- Meeting clients at their premises from time to time
Requirements
- Bachelor's degree in finance, economics or accounting
- 3 to 6 years of experience in financial advice or investment
The years of experience follow the level you choose when posting.
Skills
- Financial planning
- Investment
- Customer service
- Communication
- Risk assessment
- Financial analysis
- Islamic investment instruments
Preferred
- A professional certificate such as the CFA
- Experience at a bank or investment company
- Good English
Post this job
The posting form starts with this description, for you to edit before publishing.