17 Jul 2020

Full-Time Financial Advisor Trainee

conwayhillgroup – Posted by conwayhillgroup Japan

Job Description

  • Identify, develop and cultivate your own client base.
  • Develop plans to expand client base and identify prospective clients for same.
  • Create a sales and marketing strategy for new client relationships.
  • Design marketing plans and maintain effective relationships with clients.
  • Attend meetings with Financial Advisors to assist them with presenting proposals.
  • Coordinate with financial consultants and recommend appropriate offer as per requirement.
  • Assist with the development of target marketing strategies and build high-impact presentations and other communications to present to clients.
  • Develop competent marketing plan and prepare presentation for clients and manage all communication for same.


Job Categories: Finance. Job Types: Full-Time. Salaries: 40,000 - 60,000.

Job expires in 27 days.

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