Employment Type: Full Time
Harvard House Group is a company founded upon values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. Our Mission Statement is to leverage the team’s network of expertise, technology and human relationships to educate, assist and empower people to achieve their financial objectives.
We are currently looking for financially astute graduates who are hungry to learn and to be part of something special. The right individual will find themselves mentored into our professional Financial Planning Team, who are tasked with partnering with clients seeking the Group’s expertise.
This is a salaried role with incentives, where success is linked to a set of Key Performance Indicators, excellent client service, personal and professional development. This includes the ability to network, generate own leads, engage with prospective clients as per leads generated from the Marketing Team and various departments, onboard and retain existing clients.
If you have a financial background, a passion for helping people, and identify with our Values and Mission Statement, then please apply below. This position is suitable for individuals who are looking for a career within the Financial Services industry.
Job Description:
- To establish and maintain long-term relationships with clients providing comprehensive financial solutions according to client needs.
- Build and manage a book of both existing and referred clients.
- Perform annual reviews and handle client queries.
- Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives.
- Prepare Investment Proposals, meet with prospective clients, and present a financial plan.
- Perform all necessary administrative duties associated with the above.
- Continuously broaden your knowledge base and keep up to date technically by researching current trends.
- Be part of a team dynamic that strives for excellent customer service, sound and practical advice.
- Grow economic, financial, legal, technical, and tax knowledge to assess and advise portfolio clients on a broad range of financial issues and solutions.
- Be prepared to study further such as completing the required Regulatory Exam (RE) 5, Certified Financial Planner (CFP) undergraduate Diploma in Financial Planning, etc., if not already held.
Requirements:
- An undergraduate Degree, preferably with a Financial bias.
- Financial acumen.
- Good working knowledge of Word, Excel, and Outlook.
- Good people skills, attention to detail, and good time management abilities.
- Good written and verbal communication skills.
- Good problem-solving skills and the ability to work independently.
- A hunger to learn and grow professionally facilitated through a formal Mentorship Program.
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