
Personalized Investment Expert
4 days ago
The ideal candidate will deliver high-quality investment solutions to help clients achieve their long-term financial goals. They should be able to create comprehensive financial plans and cross-check work to ensure complete accuracy of information.
- Provide expert financial planning support to clients
- Support experienced investment professionals to cultivate client relationships
- Develop and check the accuracy of financial plans
- Bachelor's degree in Finance or a related field
- 5+ years' experience in the industry
- Strong understanding of the investment business
- Excellent interpersonal and communication skills
This role offers a rewarding career opportunity for those who are passionate about delivering exceptional client service and creating value through investment solutions.
Job Function: Finance and Sales
Industry: Insurance
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