Richtec Consultancy
1-20 Employees · HR Mgmt / Consulting ·
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Richtec Consultancy Careers and Job Vacancies
Hybrid • Fresh Graduates
- Provide comprehensive financial planning advice to clients, encompassing areas such as investment planning, retirement planning, insurance, and estate planning, tailored to their individual needs and goals.
- Conduct thorough financial needs analysis for clients, gathering relevant financial data, assessing their risk tolerance, and understanding their short-term and long-term objectives to develop personalized financial plans.
- Develop and maintain strong client relationships through regular communication, proactive engagement, and exceptional service, ensuring client satisfaction and long-term loyalty. ...
Posted
a year ago