Client Consultant

Job Title:Immigration Consultant (Sales)Key Responsibilities:1. Communicate professionally with high-net-worth clients to assess their immigration needs and provide tailored solutions.Proactively identify and reach out to potential clients, schedule consultations, and build long-term relationships.Diligently follow up with clients to address concerns and...

Coordinate and follow up with customer and partners and maintain strong relationship - Processing of consultation orders, payment and preparation of contract & other necessary documents - Providing back-end support and coordination with Customer Support, Operations and Business Development Team - Maintaining clients' documents, contracts and records in PDPA...

Company Description We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products...

Role/Department Description: - FactSet creates data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. We combine hundreds of databases from industry-leading suppliers with our clients' own proprietary...

**Job Title**: Immigration Consultant (Sales) **Key Responsibilities**: 1. Communicate professionally with high-net-worth clients to assess their immigration needs and provide tailored solutions. 2. Proactively identify and reach out to potential clients, schedule consultations, and build long-term relationships. 3. Diligently follow up with clients to...

Job Title Immigration Consultant (Sales)Key Responsibilities Communicate professionally with high-net-worth clients to assess their immigration needs and provide tailored solutions. Proactively identify and reach out to potential clients, schedule consultations, and build long-term relationships. Diligently follow up with clients to address concerns and...

ABOUT FACTSET FactSet creates data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial investment decisions. We combine hundreds of databases from industry-leading suppliers with our clients' own proprietary data to deliver a...

Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure...

**Responsibilities**: - Cater to high net-worth clients’ needs & work out immigration proposals accordingly - Call to make appointment and consultation with clients. - Follow up closely with clients to ease misgivings & close the deal in shortest time possible - Maintain company’s reputation and clients’ satisfaction - Keeping up to date with various...

Job Responsibilities:Provide comprehensive support to clients in their financial planning and investment management needs.Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to...