FINANCIAL PLANNER – Key Wellness 692 views

Key Responsibilities

• Client needs analysis and profiling.
• Customer Relationship Management.
• Business Processes
• Provide advice and planning on wellness options and products to individuals.
• Provide high standard customer service.
• Conduct and lead client meetings at specific service centres.
• Present plan review reports to client frequently.
• Handle day-to-day client inquiries timely and effectively.
• Develop and manage client relationships with clients and decision makers.
• Conduct group financial counselling and education sessions.
• Generate solutions that address client needs and challenges.
• Stay current with industry regulations.

Requirements

• Bachelor’s degree in finance or Business-related area
• A minimum of 3 years in a similar role
• Driver’s license an added advantage

How to Apply