Financial Consultant
Allianz Sn
Total des années d'expérience :10 years, 11 Mois
Create long term goals for the client
•Develop financial plans for the client
•Monitor financial health of clients
•Create different investment plans for clients
•Keep up to date on the latest market trends and information
•Advise clients on capital investments
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•Assist with all aspects of administrative management, directory maintenance, logistics, equipment inventory and storage.
•Coordinate between departments and operating units in resolving day-to-day administrative and operational problems
•Schedule and coordinate meetings, interviews, events and other similar activities
•Send out and receive mail and packages
•Support paperwork and data entry as requires on CRM (Customer Relationship Management)
•Handle incoming calls or inquiries from prospective clients
•Provide customer additional information or explains services
•Create and maintain service reports
Assure passengers a warm welcome check boarding pass and assist them in seating
•General supervision and assistance of the service
•Maintain steady contact with all passengers throughout the flight
•See off passengers and assist them while disembarking
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