Provide strategic advice across a variety of financial products and services.
Assess client’s overall financial picture, understand their needs and develop a solid financial plan.
Guide clients towards a profitable and secure financial decision.
Cultivate client base and build healthy relationships.
Oversee the course of the financial plan and update it, if necessary, to ensure profits.
Maintain and develop a computerized customer and prospect database.
Plan and carry out direct marketing activities (principally direct phone calls) to prospects.
Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.
Take care of the client renewals.
Hands on MS office and MS Excel.
Confident communication, interpersonal skills with excellent English.
Quick learner and ability to multitask.
Knowledge of International market preferred.
Experience in working on Customer Relationship Management systems (CRM).
Effective Team Player Desired Skills.
Proven working experience as a financial adviser, planner or relevant experience preferred.
Accuracy, attention to detail and the ability to explain complex information clearly and simply.
Excellent PC knowledge and ability to operate database systems.