Financial Representative Responsibilities and Duties

Analyze and provide solution to cater to client requirements and develop network accordingly.

Administer finances and ensure protection of all personal and commercial assets of client and identify current growth opportunities.

Perform analysis on all financial activities and make recommendations for financial security of clients.

Develop client relationship and prepare effective strategies to interpret all recommendations.

Monitor all clients’ interests and enhance client service base to ensure satisfaction.

Manage all work as independent contractor or statutory staff to develop and manage business.

Provide creative services and maintain product portfolios for finances and analyze same.

Coordinate with members to ensure financial security in case of long term care requirements or other relevant financial crises.

Provide assistance to all members and assist others to achieve retirement and financial goals.

Develop financial plans to pass members’ estates according to wishes and ensure validity.

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