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Financial Services Coordinator
1 month ago
Job Title: Account Portfolio Manager
F R C Logistics Ltd. is seeking an experienced Account Portfolio Manager to join our team. Key Responsibilities:
- 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
- Underwrite new issues of stocks and bonds
- Work Environment: The work environment is fast-paced and dynamic, requiring strong analytical and problem-solving skills.
Requirements: For this role, you will need a secondary (high) school graduation certificate and 1 year to less than 2 years of experience or equivalent experience.