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11 Oct 2017

Full-Time Financial planner

Ultimax Wealth Management – Posted by Ultimax Anywhere

Job Description

Requirement: -Pleasant looking, warm personality, good interpersonal skills.
-Good understanding and strong human relation skills.
-Able to work independently.
-Able to meet deadlines with right sense of urgency.
-Self-proactive, initiative and motivated attitude are a MUST.
 Contacting clients and setting up meetings
 Conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
 Analyzing information and preparing plans best suited to individual clients’ requirements
 Designing financial strategies
 Assisting clients to make informed decisions
 Reviewing and responding to clients changing needs and financial circumstances
 Keeping up to date with financial products and legislation

How to Apply

Send the resume to ultimaxintern@gmail.com

Job Categories: Marketing Executive. Job Types: Full-Time.

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