Financial Representative

工作内容

Scheduling meetings with clients to discuss their financial needs and goals.
Collecting pertinent client information to provide investment options that align with clients’ financial situations.
Monitoring market conditions to determine how various changes may impact taxes and client investments.
Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
Cold-calling potential clients to inform them of the various financial products and services on offer.
Suggesting viable solutions to improve clients’ financial statuses.
Developing in-depth knowledge of our financial products to advise clients accordingly.