Financial Advisor (Jammu and Kashmir)

Financial Advisor (Jammu and Kashmir)

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Career Genii Consulting Pvt. Ltd. – Date posted: 27 Aug 2017
Conducting in-depth reviews of financial circumstances, current provision and future aims.
Analyzing information and preparing plans best suited to individual clients’ requirements designing financial strategies and set financial goals.
Risk analyses.
Assisting clients to make informed decisions.
Reviewing and responding to clients changing needs and financial circumstances, contacting with news of new financial products or changes to legislation that may affect their savings and investments.
Communicating with other professionals, such as estate agents, solicitors and valuers…
Source: Careesma