Financial advisors are people who help clients and businesses make wise decisions regarding investments and financial and asset management. To be a good financial advisor, you must have qualifications, work experience and other important factors. Find out more about these requirements with Navigos Search through the shares below to see if you are suitable for this profession.
1. What conditions do you need to meet to be a financial advisor?
Most businesses that hire financial advisors require candidates to meet certain conditions in terms of expertise, experience and a number of other factors. Please work hard to apply successfully.
Qualification
You must be well-trained with a university degree in Finance, Banking, Economics, Accounting, Auditing or other related majors. If possessing specialized certificates such as CPA, ACCA, CFA, ... and proficient in office computer, having foreign language ability will be a great advantage for you compared to other candidates. In addition, pursuing a Master's degree in finance will be preferred by employers.
Financial advisors must be professionally qualified
Work experience
A corporate financial advisor must also have working experience to understand clients, financial goals in order to analyze, research, interpret and recommend types of investments, required insurance coverage, ... make sure all are in compliance with regulations.
Mastering financial regulations
No customer trusts a financial expert who does not understand the most basic knowledge and fluctuations of cash flow. Therefore, to become an excellent financial advisor, you must be familiar with regulations related to legal, investment, finance, real estate, banking, insurance...
Businesses have a need to find a financial advisor with the aim of finding the right investment and development direction in the future. Therefore, you need to have a thorough understanding and study of market trends to come up with the most accurate solution.
Skill
In addition to professional capacity and work experience, financial advisor recruiters also require candidates to have the following skills:
Good communication: Communication is an indispensable element in the consulting profession. With the financial field, you need to listen well to understand the customer's purpose and speak and behave flexibly in all situations to achieve your work goals.
Predicting the future: Corporate finance is largely related to the task of tracking data, forecasting the future of stocks, bonds and investment funds in the future. Analyzing and understanding the market to correctly predict future trends needs your attention.
Working independently: This profession requires the ability to work independently. You will have to find out financial information yourself and do your own research and analysis to come up with reasonable investment trends. Independent working skills will help you to be more proactive and confident in all matters and work requirements.
Withstand high work pressure: Most financial advisors always focus on sales and sales. Achieving high sales will help you have a higher salary and bonus, but also create a lot of pressure for you. Therefore, it is imperative that you have the ability to withstand high pressure at work.
You need a lot of skills when applying for this position
Good communication: Communication is an indispensable element in the consulting profession. With the financial field, you need to listen well to understand the customer's purpose and speak and behave flexibly in all situations to achieve your work goals.
Predicting the future: Corporate finance is largely related to the task of tracking data, forecasting the future of stocks, bonds and investment funds in the future. Analyzing and understanding the market to correctly predict future trends needs your attention.
Working independently: This profession requires the ability to work independently. You will have to find out financial information yourself and do your own research and analysis to come up with reasonable investment trends. Independent working skills will help you to be more proactive and confident in all matters and work requirements.
Withstand high work pressure: Most financial advisors always focus on sales and sales. Achieving high sales will help you have a higher salary and bonus, but also create a lot of pressure for you. Therefore, it is imperative that you have the ability to withstand high pressure at work.
2. Why should you seek opportunities to become a financial advisor?
The position of financial advisor attracts many young people to pursue and apply for jobs because of many attractive benefits.
High salary
In Vietnam, the salary of a financial advisor currently ranges from 8 to 15 million VND/month. Depending on the capacity, sales and size of the business, this number will increase even more, many good financial consultants already own a salary of 25 million VND/month or more.
Great job opportunities and advancement
Corporate finance consultants are always recommended with competitive salaries, attractive working regimes from employers at big banks such as Vietcombank, TP Bank, Techcombank, ... or in other businesses and companies. business in this field. In addition, experts do not necessarily work permanently.
Expand relationship
In this job, you will be working with many different customers and partners. If you are qualified to rise to a higher position, you will often work with managers and leaders in the industry, thereby increasing the opportunity to expand your relationships so that you can learn more from them and develop the best profession.
3. The address to find a job for a leading reputable financial consultant
If you are confident that you fully meet the requirements of a future financial advisor, do not hesitate to apply for this position at Navigos Search. With the desire to meet the recruitment needs of mid-level and high-level personnel for businesses and support candidates in job applications, Navigos Search "talent hunting" company provides quality and reputable headhunter services. leading in Vietnam today.
The biggest advantage of Navigos Search is owning a team of professional consultants. We call our experts “Dream Makers”, they are all very experienced, deeply knowledgeable about each industry.
Please send your CV to Navigos Search for a chance to become a potential candidate in Navigos Search's candidate data source. Here, recruitment experts will search for suitable jobs and proactively contact potential candidates. After contacting, Navigos Search will support and advise candidates on businesses, markets, recruitment requirements,... In addition, with a very strict recruitment process, Navigos Search confidently brings to quality work and the best working environment for candidates.
Navigos Search acts as a bridge to negotiate and advise on attractive salary and benefits for candidates. After the candidate is selected, we continue to follow the candidate closely to achieve success after joining the company.
Over 20 years of experience, Navigos Search has provided millions of the best job opportunities for workers. Besides, we are proud to be the leading "talent hunter" in Vietnam with optimal recruitment solutions with 375,000+ high-level candidate profiles, 85,000+ senior management candidate profiles and results. search is always retained.
If you are aspiring to find a job as a financial consultant, or your business is looking for potential candidates for this position or any other job, please quickly contact us. Navigos Search to get the best service!
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