Financial Services
Posted on :
16-06-2022
Employer Active
1 Vacancy
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Job Description
- Meet with clients in order to understand their needs and desires.
- Conduct in-depth reviews of your clients’ financial circumstances.
- Complete risk analyses.
- Research the financial marketplace and inform clients of the existing range of products and services available.
- Prepare financial plans with a mixture of long and short term investments.
- Fully implement the plans approved by your clients.
- Provide clients with updates on the performances of their portfolios.
- Promote and sell financial products with a view to meeting specified targets.
- Negotiate with suppliers in order to secure the best rates for your clients.
- Ensure you remain up to date with the latest financial legislation and newest products on the market.
Employment Type
Full Time
Company Industry
Key Skills
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