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JWPOWER AGENCY

FINANCIAL PLANNER

JWPOWER AGENCY Posted: 10 Month
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Description:

- Analyze client financial statuses (e.g. income, expenses, and liabilities) examine and suggest financial opportunities.
- Develop sound plans and budgets for clients
- Customize financial plans according to client changing needs
- Help clients implement their plans and carry out transactions
- Present and sell suitable financial product and services
- Find and approach prospective client
- Build strong relationship to retain existing clients
- Maintain updated knowledge of regulations, practices and financial product

- must working at Jalan Kuchai lama

- Good communication skills with client

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