Your role involves market research and analysis of various financial solutions, management of client
investment and funds maintain and update client portfolios, working with clients to help them make the
right decisions, explain the fund situations and financial services offer to them, identify and close the
next available sales opportunities.
Your role is all based around clients and their needs, so you'll spend much of your day researching,
analysing and discussing their financial needs with a sole objective of creating new business
opportunities. Your daily responsibilities will include
Setting up meetings with clients
Researching market situations, latest product offerings and regulations
Monitoring and managing client portfolio and funds
Close new sales for the Company.
Job Types: Full-time, Permanent
Pay: 30,
- 00 - 35,000.00 per month
Schedule: - Day shift
Education:
Experience:
- total work: 1 year (Preferred)
Campaign Management: 1 year (Preferred)- Sales: 1 year (Preferred)
Management: 1 year (Preferred)
Work Location: In person
