Responsibility

• Recruit and maintain client bases,
• Manage client portfolios
• Recommend to client’s strategies in cash management,
• Insurance coverage, investment planning or other areas to help them achieve their financial goals, Manage client portfolios,
• Keeping client plans up-to-date, Contact clients periodically to determine any changes in their financial status,
• Cultivate client base and build win-win relationships with Strong communication, negotiations and presentation skills,
• Develop and execute strategic financial planning advisory across a variety of financial products and services, Accuracy,
• Attention to details and the ability to explain complex information clearly and simply.