Responsibilities: Ask pertinent questions to understand the customer\'s requirements. Customize financial plans according to clients\' changing needs. Present and sell suitable financial products and services. Find and approach prospective clients. Follow up with clients after initial meetings or conversations. Build…
Responsibilities: Ask pertinent questions to understand the customer\'s requirements. Customize financial plans according to clients\' changing needs. Present and sell suitable financial products and services. Find and approach prospective clients. Follow up with clients after initial meetings or conversations. Build…