Financial Advisor | Luxembourg Unit

Financial Advisor | Luxembourg Unit
Company:

Sun Life - Cottonwood Nbo


Financial Advisor | Luxembourg Unit

Details of the offer

Job Description:
Provides financial planning and support to clients in order to help clients achieve their financial goals. Assist clients maintain their current assets and portfolios and assist with obtaining additional assets as necessary/desired. All of this must be done with adherences to ethics, best practices, and pre-established financial plans. Minimum Qualifications:
Excellent communication, interpersonal and listening skills The capability to explain complex information simply and clearly The ability to network and establish relationships with clients Research and analytical skills Negotiation and influencing skills as well as determination and tenacity The ability to work in a team Time management skills Customer service skills Self-motivation and organisation A good level of numeracy and IT skills A target-driven mindset A flexible approach to work Decision-making skills Discretion and an understanding of the need for client confidentiality An ethical and professional approach to work.


Source: Kalibrr


Area:

  • Other Jobs / Other Jobs - Crafts

Requirements

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