Overview
Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client’s behalf
Researching financial law changes and economic trends
Reporting their clients’ financial results and investment progress
Supporting investment professionals to cultivate client relationships
About TECK IMPEX UK LTD
Meeting clients and discussing their finances and financial goals
Researching financial products for clients and explaining their key features and benefits
Negotiating better financial deals with providers on a client’s behalf
Researching financial law changes and economic trends
Reporting their clients’ financial results and investment progress
Supporting investment professionals to cultivate client relationships