Job Description
Role Description
This is a part-time remote role for a Foreign Exchange Broker / Finance Dealer and Broker. The role involves providing professional financial planning services, offering financial advice, managing financial assets, and consulting clients on foreign exchange markets and commercial finance opportunities. The selected candidate will identify and develop client relationships while delivering tailored financial solutions to meet their needs.
Qualifications
- Proficiency in Financial Planning and Finance principles
- Experience in Financial Services, including currency exchange, trading, and investment strategies
- Strong knowledge of Commercial Finance and Insurance practices
- Exceptional interpersonal skills with a focus on client relations and communication
- Self-motivated and detail-oriented with the ability to work effectively as a remote contributor
- Relevant certifications or licenses in financial servic...
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