Financial Services Consultant

Roles & Responsibilities

• To Identify target markets and sales opportunities (Foreigners and expatriates residing locally)
• Develop relationships with targeted market segments (Foreigners and expatriates residing locally)
• Build and maintain targeted client bases, keeping current client plans up-to-date and acquiring new clients on an ongoing basis
• Maintain relationship with clients and prospective clients by contacting / meeting with them periodically
• Explaining / Giving advice to clients and prospective clients the types of services / investment products and the responsibilities to be taken by the Financial Services Consultant.
• Recommend financial planning strategies to clients to achieve their financial goals and objectives
• Implement financial planning recommendations to clients or prospective clients

Requirements