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Financial Advisor
1 month ago
**Responsibilities**:
- Identify, analyze & evaluate the client’s financial portfolio to determine strategies to meet client's financial need
- Prospecting & Marketing with new and existing clients for business & networking
- Provides customized financial solutions based on our client's financial preferences and risk aversion
- To provide good after-sales and conduct sales visits to potential customers within the vicinity
- To achieve individual sales targets and contribute towards the achievement of the company target.