Any
N/A
8
Sep 26, 2024
Job Description:
The ideal candidate will deliver personalized investment solutions to help clients work towards their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities
• Provide financial/investment planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy
• Evaluating their financial situations and recommending suitable financial products and services.