Financial Advisor:Solidarity Family Takaful-Egypt

Job description:

Financial advisers provide clients with advice on financial matters, making recommendations on ways to best utilise their money. The role involves advising clients on products and services available, ensuring they are aware of and understand those that best meet their needs, and then securing a sale.

Clients may be:

■private individuals;
■corporate organisations;

Skills:

■contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;
■conducting in-depth reviews of clients’ financial circumstances, current provision and future aims;
■analysing information and preparing plans best suited to individual clients' requirements;
■providing clients with information on new and existing products and services;
■assisting clients to make informed decisions;
■researching information from various sources, including providers of financial products;
■promoting and selling financial products to meet given or negotiated sales targets;
■producing daily reports;

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