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Doha

    Accounting Advisor - Doha, دولة قطر - qatar manpower agency

    qatar manpower agency
    qatar manpower agency Doha, دولة قطر

    منذ يوم

    Default job background
    وصف

    Responsiblity;

    • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
    • Answering client questions about financial plans and strategies and giving financial advice.
    • Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
    • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
    • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
    • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
    • Implementing financial plans or referring clients to professionals who can help them.
    • Managing and updating client portfolios.
    • Contacting clients regularly to discover changes in their financial status.
    • Building and maintaining your client base.
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