Financial Account Representative

G-4 any course, preferably IT or financial grads - Fresh Grads are ok for this split. Above average comprehension and Math skills. Strong system navigation skills. Very good communication skills. With Client and Ops Interview. meet with clients to discuss financial goals, investment timelines and risk tolerance. They then recommend financial services and products to meet client needs. These might include insurance policies, credit cards, checking accounts, loans, mutual funds and stocks. They must constantly monitor the markets and economy and evaluate how changes in finances can affect taxes and client situations. Many specialize in particular products, such as commodities. The job can be highly stressful because you must deal with large amounts of money and ensure that your recommendations are financially prudent.