Job Description

Contacting clients and setting up meetings, either within an office environment or in clients homes or business premises

Conducting in-depth reviews of clients financial circumstances, current provision and future aims and preparing plans best suited to individual clients requirements, completing risk analyses

Researching the marketplace and providing clients with information on new and existing products and services

Reviewing and responding to clients changing needs and financial circumstances

Promoting and selling financial products to meet given or negotiated sales targets

Negotiating with product suppliers for the best possible rates

Liaising with head office and financial services providers

Communicating with other professionals, such as estate agents, solicitors and valuers

Keeping up to date with financial products and legislation

Producing financial reports

Desired Candidate Profile

kindly refer to the job description above

Key Skills

Key Skills

. Corporate Finance, Valuation, Financial Analysis, Investment, Buyer Activities, Finance Consultant

Qualification

. MBA

Additional Qualification

. Corporate Finance, Valuation, Financial Analysis, Investment, Buyer Activities, Finance Consultant

Industry

. Banking/Financial/Insurance Services

Functional Area

. Accounting/Auditing/Tax/Financial Services

Job Role

. Consultant

           Apply | Print | Forward to a Friend