Financial Advisor Job Vacancy at Orient Asset Managers Limited

Orient Asset Managers Limited

Position Title: Financial Advisor

Reports To: Business Development Manager

Job Purpose: The position is responsible for providing expert financial advice to our clients and helping them to make informed decisions about their investments.

Key Tasks, Duties and Responsibilities

  • Develop and maintain relationships with clients including conducting regular reviews and assessments of their financial need and goals.
  • Recommend appropriate investment products including unit trusts specifically money market funds and fixed income funds to clients based on their individual circumstances and financial objectives.
  • Monitor market trends and changes in the financial industry to stay up to date on the latest products and services.
  • Maintain accurate and up to date records of client interactions and transactions.
  • Meet or exceed sales target and contribute to the overall growth of the Company.


  • A Bachelor’s degree in Finance, Economics or related from a recognized university.
  • 2 years of working experience as a Financial Advisor.

How to Apply:

If you are interested in the position and have the required qualifications, skills and experience, kindly send your application to on or before Wednesday, January 25, 2023.