Account manager - Surrey - ref. r41747015
F R C TRANSPORT LTD Surrey
Overview
Languages
English
Education- Secondary (high) school graduation certificate
Experience
1 year to less than 2 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Responsibilities
Tasks- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
Benefits
Health benefits- Dental plan
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