标题: Financial Investment Adviser Wanted [打印本页] 作者: RW.Griffith 时间: 2015-5-17 12:00 AM 标题: Financial Investment Adviser Wanted A Financial Investment Adviser is wanted in Ray White Griffith, the leading real estate agent in the local area.
Major responsibilities:
? Contacting and interviewing prospective clients to determine their financial circumstances, current provision and future aims;
? Analyzing information and designing financial strategies and plans best suited to individual clients’ requirements;
? Researching the marketplace to provide clients with information on new and existing product and services;
? Recommending and arranging insurance cover for clients;
? Referring clients to insurance and loan providers to obtain the most beneficial services;
? Negotiating with financial services providers for the best possible rates;
? Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets.
Requirements:
? A Bachelor’s Degree in Business, Finance, Commerce or a related field;
? Strong bilingual communication and writing skills (English and Chinese);
? An exceptional ability to interact with people from different backgrounds;
? Knowledge of computers.
Please send your CV to: service.raywhitegriffith@hotmail.com.