Financial consultants typically advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning.
The position is full time Sunday - Thursday with a competitive salary based on qualifications and experience. Experience: 3 - 5 years. Filipino preferred. Employment visa. Accommodation provided.
Must have experience on:
1 Bank Guarantee Terms & Conditions
2 Export Credit facilities
3 Letter of Credit Terms & Conditions
Please note:
- This is not a full-time, but only freelance
- Must have experience on all of the above.
Financial consultants typically advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning.
Monitors clients financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
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