About this role
Education: Secondary (high) school graduation certificate. Tasks: Advise on trust account investments. Identify clients' financial goals and objectives. Supervise staff. Analyze clients' financial records. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Arrange for sale of financial products and investments. Negotiate with corporations and government to determine the type and terms of new securities issue. Prepare offering prospectus for new issues of stocks and bonds. Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client. Experience: 1 year to less than 2 years.