Required Financial Service Consultant


1 to 3 Years canada
Financial Analysis,Communication Skills,Service Coordinator,Management 22-Nov-2019

Job Description :

A leading Company Looking for an experienced Financial Services Consultant in Canada.

Job Details:

  •  Review financial literature to identify potential investments for clients.
  •  Provide investment information and service to clients.
  •  Monitor client's investment portfolios and ensure that investment transactions are carried out according to industry   regulations.
  • Update and compile client information through the banks internal customer relationship management (CRM) tool.
  • Present client seminars to both retail and corporate clients promoting bank's services.

Job Requirements:

  • Minimum one year experience is required.
  • Management Skills.
  • Bachelor's Degree Holder.
  • Good communication Skills.

Industry :

Finance / Treasury

Employment type :

Full time

Company Details :

Carris Tech HR

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