web analytics
This job listing has expired and may no longer be relevant!
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.
Responsibilities:
 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.

48 total views, 1 today

Apply for this Job

UA-43048024-1