Financial Services Representative (FSR)

Job Description

We are on the lookout for a dedicated and customer-focused Financial Services Representative (FSR) to join our vibrant team. In this role, you will provide expert financial guidance to clients, helping them navigate their financial goals and ensuring their needs are met with the utmost care and professionalism.

Responsibilities

• Build and foster strong client relationships to enhance retention.
• Review and analyse client financial portfolios and recommend strategies.
• Execute trades on behalf of clients and monitor market trends.
• Prepare and deliver presentations on various financial topics.
• Conduct regular portfolio reviews and provide performance reports.
• Provide guidance on financial products including insurance and investments.
• Collaborate with internal support staff to deliver comprehensive solutions.
• Participate in training programs and workshops to enhance skills.
• Document all client interactions and maintain detailed records.
• Assist in developing financial plans tailored to client needs.

Requirements

Education

• Bachelor's degree in Finance or related field is preferred

Experience

• 3-5 years of experience in financial services or related fields

Technical Skills

• Investment Strategies
• Regulatory Compliance

Soft Skills

• Team Collaboration
• Client Relationship Management

Certifications

• Financial Risk Manager (FRM)
• Professional Financial Advisor (PFA)

Languages

• English: Fluent

Advantageous

• Experience in Sales: Demonstrated experience in sales or business development within the financial services industry.
• Knowledge of Regulatory Frameworks: Deep understanding of financial regulations and compliance requirements.

Benefits

• Competitive salary and bonuses based on performance
• Health, dental, and vision insurance
• Generous leave and holiday entitlements
• Opportunities for professional development

Company Culture

• Team-Oriented Environment: We foster a collaborative and supportive workplace where every team member is valued.
• Commitment to Diversity: We are dedicated to building a diverse and inclusive workforce and value the unique perspectives of our employees.