日本と海外をつなぐクラウドソーシング

Endless Horizon Travel Agency

Manager

2012/05～ 2017/10

Pru Life UK

Financial Advisor

2016/01～ 2019/12

Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advice's to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
Continuous communication with clients’ to stay up to date with their financial status
Building and maintaining your client base.

GEMCC Realty

Property Specialist

2020/01～ 2021/01

Partner with clients to buy, sell and rent real estate properties within the target market you have identified
Actively seek and solicit clients by promoting brand, networking, advertising and offering services to potentially interested parties
Show various properties to prospective buyers and renters in order to showcase options and help them find the right property
Advertise and promote properties and the general brand in order to attract clients and draw traffic to properties for sale or rent
Draft sale and purchase contracts for respective parties to be completed upon the closing of a real estate transaction
Advise clients on best practices in light of market conditions, general prospects and other relevant impacting factors