Covision is seeking a skilled and client-focused In-House Financial Advisor to provide expert financial and investment guidance to our clients. The ideal candidate will have a strong understanding of financial markets, investment products, and wealth management principles, and will be passionate about helping clients achieve their financial goals with integrity and precision.

Key Responsibilities

Client Consultation

• Conduct detailed financial assessments to understand each client’s current financial status, goals, and risk profile.
• Build tailored financial strategies aligned with clients’ life stages and long-term objectives.

Financial Planning & Advisory

• Develop comprehensive financial plans, including investment strategies, retirement and estate planning, and savings goals.
• Provide clear, actionable recommendations that align with clients’ needs and the company’s product offerings.

Risk Management

• Identify and evaluate potential financial risks and recommend appropriate insurance or investment solutions to mitigate them.
• Advise clients on protective measures to safeguard their assets and income streams.

Client Education

• Empower clients with knowledge about investment options, savings plans, and market trends.
• Simplify complex financial concepts to ensure clients understand their financial plans and decisions.

Regulatory Compliance

• Maintain full compliance with financial industry regulations and Covision’s internal governance policies.
• Stay updated on evolving financial legislation, compliance standards, and ethical practices.

Client Relationship Management

• Cultivate long-term, trust-based relationships with clients through consistent communication and results-driven service.
• Conduct periodic reviews of financial plans to adjust for life changes or market shifts.