Financial Advisor Required In Canada | Hong Kong
- Cloud Visa
- 2 - 12 Years
- Delhi, NCR
- 4 years ago
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Job Description
- Call & WhatsApp to Ms. Pooja-9311529***
- contacting clients and setting up meetings, either within an office environment or in clients homes or business premises
- conducting in-depth reviews of clients financial circumstances, current provision and future aims
- analysing information and preparing plans best suited to individual clients requirements
- completing risk analyses
- researching the marketplace and providing clients with information on new and existing products and services
- designing financial strategies
- assisting clients to make informed decisions
- researching information from various sources, including providers of financial products
- reviewing and responding to clients changing needs and financial circumstances
- promoting and selling financial products to meet given or negotiated sales targets
- negotiating with product suppliers for the best possible rates
- liaising with head office and financial services providers
- communicating with other professionals, such as estate agents, solicitors and valuers
- keeping up to date with financial products and legislation
- producing financial reports
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
Employement Category:
Employement Type: Full timeIndustry: BankingFunctional Area: Finance & AccountsRole Category: Other Finance & AccountsRole/Responsibilies: Financial Advisor Required In Canada | Hong KongContact Details:
Company: Cloud Visa ImmigrationLocation(s): Delhi, NCR+ View Contact
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