Financial Advisor (South Korea)

View full description

Requirements:

• At least 3 years of working experience as a Financial Advisor, Finance Coach, or in a relevant role.
• Bachelor’s or Master’s degree in Finance or a related field.
• Relevant certifications, internationally accredited or prescribed within the country.
• Proven track record of successful financial guidance.
• Ability to analyze market financial data and provide data-based advice.
• Strong communication, negotiation, and presentation skills.
• Attention to detail and ability to explain complex information clearly.
• Excellent PC knowledge and ability to operate database systems.

Responsibilities:

• Provide strategic advice across various financial products and services including debt management, cash management, insurance coverage, and investments.
• Assess clients’ overall financial picture and develop comprehensive financial plans tailored to their needs.
• Guide clients towards profitable and secure financial decisions.
• Cultivate a client base and develop beneficial relationships.
• Stay abreast of industry trends and conduct market research to support financial consulting.
• Oversee and update the financial plan as necessary to ensure profitability.
• Comply with all relevant industry rules and regulations.
• Liaise with providers, solicitors, valuers, and other professionals.