Financial Consultant FC1
• Evaluate customer financial requirements to provide comprehensive wealth management planning, solutions, service and products; such as insurances, funds, bonds, etc.
• Deepen relationship with clients, providing professional consulting service and ensure customers’ benefits based on company policy and code of conduct.
• Monitor international trend, analyze potential market, evaluate profit and loss possibilities to maximize foreseeable profit and minimize avoidable risk for clients.
• Establish mutual trust and solid partnership with clients, proven ability of closing deals over limited time constraint.