Part time Job Description
Talking to clients with the goal of developing a financial plan
Advising strategies to help them reach financial objectives.
Analysing financial data to develop strategies for clients' financial goals.
Managing and updating of client’s portfolio
Skills/preferred qualifications for the Job:
Min local Diploma/ “A” level certification
Good Oral and Written Communication Skills
Proficient in Microsoft Office
For Financial Services Intern: $500/month
For Financial Planner: *** ( Base + Commission)
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