Financial Consultant

OVB Allfinanz România makes part of the OVB group, present in 16 European countries, offering financial services at a pan-European level. With an experience of over half a century, OVB has accumulated solid expertise on various international markets.

We believe that the best financial advice is based on passion and competence. Our financial consultants are well-prepared and motivated, following a three-step process to identify optimal solutions for clients in a simple and transparent manner.

OVB collaborates with renowned financial institutions to ensure the highest quality standards.

As a Financial Consultant, you will be responsible for:

• Conducting individual consultations with clients to understand their needs and financial objectives;
• Analyzing financial products and recommending personalized solutions;
• Ppreparing and presenting professional financial reports and presentations;
• Maintaining accurate and confidential records of clients;
• Buiding and maintaining long-term relationships with clients.

Requirements:

• Excellent communication and relationship skills;
• Good organizational and time management skills;
• Knowledge about financial products and market trends;
• Ability to work independently as well as in a team;
• Prior experience in the financial field is an advantage.