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Financial Services Consultant
2 months ago
Job Description:
· Providing financial advice based on clients’ financial and protection needs
· Providing recommendation to clients on wealth accumulation and legacy planning
· Providing corporate solutions for business entities
· Delivering a high level of professional customer service to customers
· Building and cultivating client relationships
Job Requirements
· Sales/marketing experience will be an advantage
Tell employers what skills you have
Product Knowledge
Wealth Management
Management Skills
Lifestyle
Leadership
Financial Planning
Interpersonal Skills
Wealth Accumulation
Risk Management
Banking
Presentation Skills
Consulting
Customer Service
Project Delivery
Corporate Finance
Financial Services
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