Financial Counsellor recruitment

Responsibilities• Retain and increase the assets under management by developing new clients and servicing existing clients. • Achieve sales and activities targets.• Provide quality and professional services to clients.  Review financial plan progress and identify further needs and changes, maintaining quality of the relationships.• Bridge between the financial institutions and the clients in relation to clients’ administrative requests and investment dealing instructions.• Prepare weekly market review, strategic asset allocation maintenance on clients’ portfolios, and regular Read more […]

April 17, 2010 • Tags: , • Posted in: Financial • Comments Off on Financial Counsellor recruitment