My team is on the lookout for potential individual to be goomed to expand. We also collaborate with mortage,lawyer and medical concierge.
Job scope:
- Analyse and evaluate client’s financial status
- Provide professional financial advice to clients on suitable financial products and services to meet their protection and long term savings needs
- Develop and implement financial plans and solutions for clients
- Providing recommendation to clients on wealth accumulation and legacy planning.
Requirement: