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Financial Services Consultant

Keywords / Skills : Diploma, Bachelor’s Degree or Professional Degree in any field, Highly motivated and self-disciplined, Good analytical mind and willingness to learn, Good interpersonal skills, Confident, Positive and approachable, Trustworthy

0 - 0 years
Posted: 2018-01-11

Industry
Banking/ Financial Services
Insurance
Function
Sales/ Business Development
Marketing & Communications
Banking, Insurance & Financial Services
Role
Insurance Advisor - General
Education
Bachelors/ Degree, Diploma/ Non Degree Tertiary, Masters/ Post Graduate
Posted On
11th Jan 2018
Job Description
- To develop new clients and maintain good client relationship

- Counsel clients on financial planning and investment opportunities, meeting the clients’ needs, goals and tolerance for risks

- Counsel high networth individualas and families on wealth management and legacy planning

- Keeping abreast of the financial markets, constantly monitoring the specific investments in client’s portfolio



About Company

We believe in challenging our people to their fullest potential. Established since 1991, we have a wealth of market experience and a range of training and market specializations. Therefore, we can offer you greater exposure to new experiences and opportunities for growth and development. Reach greater heights and achieve your career goals with us.

Big market opportunities await. Almost everyone has financial needs yet to be addressed; they are waiting for the right consultant whom they can trust. We provide financial planning services to individuals and organizations in the areas of Investment Planning, Retirement Planning, Insurance and Risk Management, Children Education Funding, Wealth Accumulation and many others.


Walkin for you
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