works with individuals and businesses to guide them in making budgetary, savings and investment decisions.
good communication and interpersonal skills in addition to financial knowledge
Provide service to clients
Create and maintain good rapport with clients by offering good quality services for repeat business and referrals
Conduct in-depth reviews of clients’ financial plan, current provision and future aims and assist customer in choosing the right financial plan •
Focus on customer-relationship
Engage and interact with customer face to face
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