Financial officer

Skill Needed

customer service skills for finding out customer needs.
knowledge of economics and accounting for understanding financial markets and products.
maths knowledge for creating financial plans.
the ability to sell products and services.
excellent verbal communication skills.
active listening skills.

Responsibilities Needed

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 concern

Qualifications & Competencies

customer service skills for finding out customer needs.
knowledge of economics and accounting for understanding financial markets and products.
maths knowledge for creating financial plans.
the ability to sell products and services.
excellent verbal communication skills.
active listening skills