Financial Planner
3 weeks ago
Job Opening: Relationship Manager (Financial Planner)
Key Responsibilities:
• Collection of client data and records and needs assessment (determining the client’s needs, goals, and expectations)
• Evaluation and analysis of the client’s current financial position
• Development and presentation of the financial analysis to the client
• Implementation of the financial recommendations
• Monitoring and tracking the financial goals and how it is performing
• Operation: Discuss with Client / Relationship manager on the transaction for the client and able to execute transaction online through transaction platform
• Review of Client Portfolio: Regular monitoring of Client portfolio and review it every quarter.
• Insurance: Prepare Insurance quotes for Client and review existing insurance policy.
Desired candidate profile:
Graduate in any discipline with CFP Degree
Oral and written communication skills in English
Efficient at MS Office
Comfortable with use of technology
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