Pension Consultant

We are looking for a Pension Advisor Expert, who is a team player and passionate about building great products, to join our Pension team.

As a member of the team, who should have an extensive understanding of pension advisory operation life-cycle and regulations for domestic pension plans

Your Day -to -Day:

• Manages the entire consultation process with the Customers
• Offer a wide range of products and services tailored to the customer's need
• Professional accompaniment of Customers while maintaining Continuous contact with them
• Commit to results, report on progress and Present to the company executive management
• explain complex information to Customers to make them aware of their options and to help them assess the relative merits of different schemes

Requirements:

• At least 1 years portfolio manager versus clients (not Back office)
• Valid consultant/pension agent's license
• Full familiarity with the consultation process with customers: Needs Analysis, differentiation between different types of products, Recognition of the types of existing pension plans (savings / crush / individual plans, etc.)
• Taxation in the pension world
• Recognition of the processes and forms – joining, changes, mobility, etc.
• High ability of written and oral expression
• Ability to work in an advanced technological environment
• Service Oriented