日本と海外をつなぐクラウドソーシング

very equipped banker with one year experience in financial sector and as a profession. In a position to advise high-earning clients on financial matters including investments, taxes, property acquisition, asset management, and estate planning.
Offer advice and information based upon clients’ degree of financial knowledge, capability and desired level of involvement.
updating qualifications by pursuing ongoing education opportunities and staying updated on any policy changes.
Excellent oral and written English language and able to summarizing and elaborate financial information to meet client preferences.
Highly organized, able to accurately track financial details for multiple clients.
Dedicated to client security and observe strict confidentiality practices.