Holistic Finance

Posted 16 days agoViewed

💎 Seniority level: Middle, 3+ years

📍 Location: France

🔍 Industry: Finance

🏢 Company: Intellect👥 251-500💰 Corporate about 2 years agoPersonal Health Mental Health Mobile Apps Wellness Health Care

🗣️ Languages: English

⏳ Experience: 3+ years

🪄 Skills: SQLData AnalysisFinancial ManagementCommunication SkillsAnalytical SkillsMicrosoft ExcelAccountingPresentation skillsComplianceNegotiation skillsClient relationship managementBudgetingSales experienceMarket ResearchRisk ManagementFinancial analysisFinance

Requirements:

At least 3 years of working experience as a Financial Advisor, Finance Coach, or relevant experience
Bachelor’s or Master’s degree in Finance or any related field
Relevant certifications either internationally accredited or prescribed within country of territory
Internationally accredited certification / prescribed within country
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems

Responsibilities:

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan
Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals

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