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Company is looking for Financial Planner that under following;
Responsibilities：
-Execute the vision of the company by providing financial planning, insurance and investment services to clients
-Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan
-Work with support staff to establish client records and update their files
-Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
-Act as liaison to insurance providers and other financial professionals
Requirement：
-Bachelor’s Degree in Finance, Accounting or related field
-3+ years’ experience in a financial planning role
-Strong ability to analyze market’s financial data and provide adequate financial advice
-Exceptional communication, presentation and negotiation skills
-Proficiency with Microsoft Office and accounting software
Benefits are Negotiable.
Please send your resume to ： [email protected]
EA NO：R1657324 / License No：12C5887
Hui Jie Employment Agency / Zheng Xiao Jia
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