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

Related offers

Erp service delivery analyst

Our Enterprise Systems and Services (ESS) organization works closely with our business partners to deliver business enabling ERP solutions for Finance and...


From Chevron - Ilocos Norte

Published 12 days ago

It risk and system officer

Job Description: Administer, support, identify and improve Eagle IT Security compliance requirements by performing business impact analysis on non-compliance in...


From Eagle Cement - Ilocos Norte

Published 12 days ago

Credit analyst

Chevron is accepting online applications for the position of Credit Analyst - Mandarin Speaking in Makati City, Philippines. Responsibilities for this position...


From Chevron - Ilocos Norte

Published 12 days ago

Sap application engineer

Chevron is one of the world's leading energy companies, with approximately 48,000 employees working in countries around the world. We explore, produce and...


From Chevron - Ilocos Norte

Published 12 days ago