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dreamcareerbuilder.com

Financial Advisor Coperate

Brilliant Management Posted: 16 Month
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Description:

JOB DESCRIPTIONS 

  • Schedule appointment 
  • Assist clients with paperwork. 
  • Handle financial operational problems, such as issues with statements and transactions.
  • Provides financial planning and support to clients in order to help clients achieve their financial objectives 
  • Assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired.

REQUIREMENT

  • Excellent in academic.
  • Have leadership and management  skills.
  • Have good professional reputation.
  • Good interpersonal and Comunications skills.
  • Possess strategic thingking skills.
  • Leadership based on value and ethics.

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