URGENT HIRING !!!
For more information call or WhatsApp +91 9289584545
Mail us at: [Confidential Information]
location's : Canada , Australia , New Zealand , UK, Germany , Singapore ( Not In India )
Benefits : Medical Insurances , Travel allowances , Flight Tickets , Meals , etc.
Responsibilities
- Utilize the firm's client-centered wealth management philosophy to guide advisory services for individual clients
- Meet with clients to form a financial plan, including expenses, income, insurance coverage, objectives, tax status, and risk tolerance
- Analyze market performance, investments, and client data to develop strategies for meeting financial goals
- Collaborate with other tax, legal, and insurance professionals to develop a client's entire financial roadmap and ensure progress in achieving goals
- Review client accounts regularly to determine if adjustments are needed because of personal or financial changes
- Interpret data and prepare income projections, financial summaries, and investment performance reports, and update client portfolios accordingly
