Financial Advisor at CDL Human Resource

Job Description

• The Financial Advisor supports the Fund Manager in marketing and distributing investment products with the following key responsibilities:

Client Servicing:

• Share product literature, market updates, and investment reports from the Fund Manager.
• Gather feedback on the Fund Manager’s products.
• Understand and address clients’ changing investment needs.

 Client Instructions:

• Receive and process client instructions on behalf of the Fund Manager, as per the agreed terms.

​​​​​​​Product Representation:

• Provide accurate and truthful information about the Fund Manager’s products and avoid mis-selling.

 Professional Conduct:

• Maintain the highest standards of business ethics and professionalism.

​​​​​​​Business Growth:

• Grow commissions and portfolio by acquiring new clients.

​​​​​​​Account Opening Support:

• Guide clients through the process of opening an Investment Account with the Fund Manager.
• Ensure clients complete all required forms and submit KYC documents.

Requirements

Candidate Profile: Financial Advisor Role

• The ideal candidate for a Financial Advisor role possesses the following qualifications, skills, and attributes:

​​​​​​​Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, Accounting, or a related field.
• 2–5 years of experience in financial services, investment management, or related fields.
• Proven sales and client relationship management experience with diverse client groups.

​​​​​​​Skills:

• Strong knowledge of financial markets, investment strategies, retirement, and estate planning.
• Analytical skills to interpret financial data and market trends.
• Excellent sales, networking, and communication skills to build and maintain client relationships.
• Problem-solving abilities to create tailored financial plans and address client needs.

​​​​​​​Personal Attributes:

• Integrity, trustworthiness, and a customer-focused approach.
• Attention to detail, resilience, and adaptability in a dynamic environment.
• Commitment to continuous learning and professional development.

​​​​​​​Assessment Considerations:

• Behavioral interviews to evaluate interpersonal skills.
• Practical assessments to test financial planning expertise.
• Background checks for compliance and certification verification.