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509 jobs found for Financial Planner Or Advisor

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  • Primary Location: Taiwan,Taipei,Taipei Education: Bachelor's Degree Job Function: Sales Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 16059820 Description Brief customers financial products and services with Citibank Probe customer needs and cooperate

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing

  • Qualifications Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers.PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple ...

  • Management (CPWM) provides clients with professional advice, customized services and access to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you

  • to non-FDIC insured investments and Citi’s resources, including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based Financial Advisors. DESCRIPTION As a Financial Advisor, you will dedicate yourself to reviewing and analyzing a client’s financial condition, rendering

  • 1. Acquiring client for financial planning. 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate & cold-calling for lead generation 4. Providing advisory services into various instruments like insurance(life &

  • 1. Acquiring client for financial planning. 2.Preparation and execution of financial planning for retail and corporate clients 3. Organizing financial planning seminars in corporate & cold-calling for lead generation 4. Providing advisory services into various instruments like insurance(life &

  • demonstrations to clients for converting them into On-line customers. Understanding all financial products and cross sell them to the customers by explaining the products and the level of risk associated with each of them. Appropriate training will provide on a regular basis so as to keep abreast

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

  • 1. Acquire new clients for Demat & Trading accounts through networking, data base and references. 2. End to end customer relationship management. 3. Meet Non-Trading Customers and activate them. 4. Sell online accounts to customers and encourage them to trade online. 5. Have a customer centric approach and ensure that customer are serviced well. 6. Ensure that customer trades actively after opening of the ...

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