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Consultor financeiro de seguros

Consultor financeiro de seguros

MetLifeLisboa, Lisboa, Portugal
Há 1 dia
Descrição do cargo

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree
  • Strong understanding of the investment business
  • Excellent interpersonal skills
  • Criar um alerta de emprego para esta pesquisa

    Consultor • Lisboa, Lisboa, Portugal