ACHIEVE CAREER CONSULTANT

RESPONSIBILITIES: Tailor financial advice to meet each client\xe2\x80\x99s unique needs and requirements. Recommend financial planning solutions that address customers\' needs. Build relationship with new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth…

Key Responsibilities: Prepare monthly Asia group consolidation and sub consolidation consisting of more than 20 entities across more than 3 different business units Prepare and submit monthly/quarterly HQ reporting in CAP and Viareport. Prepare reconciliations where there are differences Prepare…

Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment. RESPONSIBILITIES: To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives. To foster and…