Life Planner

MDE Capital Consultancy| Date Posted: 25-Aug-2020
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Job Nature:
Permanent, Contract
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

  • Provide solutions with regards to customers' needs
  • Giving customer a pleasant experience in the process of provding a solution/ or solutions
  • Giving customer a indepth understanding of their needs and how to achieve their goals
  • Setting a scheduled list of goals that needs to be achieved with customers
  • Making customers feel that they are a priority in terms of their needs to be fulfilled
  • Helping customer understand the process of planning for their future needs
Company Overview
MDE Capital Consultancy