Financial Services

Responsibilities:

• Scheduling meetings with clients to discuss their financial needs and goals.
• Collecting pertinent client information to provide investment options that align with clients' financial situations.
• Monitoring market conditions to determine how various changes may impact taxes and client investments.
• Advising clients on how to apply for mortgages and loans.
• Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
• Cold-calling potential clients to inform them of the various financial products and services on offer.
• Suggesting viable solutions to improve clients' financial statuses.
• Developing in-depth knowledge of our financial products to advise clients accordingly.