Financial Services Consultant

Senior Executive Permanent 0 年以上の経験

月給

$10,000 – $12,000

掲載日

2026年4月12日

2026年5月12日まで

応募する

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カテゴリ

Insurance

スキル

Product KnowledgeWealth ManagementManagement SkillsLifestyleLeadershipFinancial PlanningInterpersonal SkillsWealth AccumulationRisk ManagementBankingPresentation SkillsConsultingCustomer ServiceProject DeliveryCorporate FinanceFinancial Services

職務内容

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