Financial Advisor

☞ UK Enterprises

전망: 103

갱신일: 23-04-2024

위치: Mount Abu Rajasthan

범주: 다른

산업:

직업 종류: Full-time

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작업 내용

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor’s degree in Finance or related field
  • 5+ years’ of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

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마감 시간: 07-06-2024

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작업 보고
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