Professional Financial Planner

Professional Financial Planner

Job Description

  • Conduct detailed financial needs analysis and provide professional advice
  • Create and protect the financial security and wealth of others.
  • Assist clients in achieving their financial goals and maintain and grow client portfolios.
  • Create and cultivate long-term client relationships and manage your professional practice.
  • Remain accredited and up to date with relevant market and industry related subjects.


  • Tertiary qualification is preferable.
  • A minimum of three years’ full-time working experience.
  • Previous experience in the finance industry or outbound sales environment is a strong advantage.
  • Own vehicle and valid driver's license is a non-negotiable requirement.
  • Ability to network, prospect, negotiate and build relationships
  • Ability to work independently
  • Clear credit and criminal record
  • Career driven person with strong commercial acumen and excellent interpersonal skills.

Company Profile:

Salary: Not disclosed

Industry: food processing / FMCG

Functional Area: Marketing

Role Category: Others

Employment Type: Full time


Need Any Help?

Feel free to visit our FAQ section. You can also send us an email here or give us a call on (+91) 99907-65858.