RPO's client, a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join track record in financial planning and advisory services. Responsibilities : Provide comprehensive financial financial planning and investment advisory services to high-net-worth clients. Develop and maintain long-term and present investment strategies, products, and services that align with clients' financial goals. Stay
forecasting, job costing, bill of materials, budgeting, customer credit management, and systems implementation goods. Develop all cost-inclusive models with servicing managers to determine appropriate recovery rates
prepare reports for head office, and maintain customer records. Meet regular sales targets and coordinate and technical experts. Assist in the design of custom-made products. Provide training and produce support
assess training needs of our clients and develop customized training programs Create and deliver engaging
- Develop innovative design concepts that meet customer requirements and industry standards - Collaborate
- Develop innovative design concepts that meet customer requirements and industry standards - Collaborate
assess training needs of our clients and develop customized training programs Create and deliver engaging
merchandisers and buyers to meet market demands and customer expectations Present design concepts and prototypes
merchandisers and buyers to meet market demands and customer expectations Present design concepts and prototypes
relationships through frequent communication and proactive service Supervise and mentor junior staff, providing guidance