Full-Time Financial planner
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 ApplySend the resume to email@example.com
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