所在地区:Hawthorn 墨尔本 VIC
公司名称:PREMIUM LENDING SERVICES PTY LTD
招聘职位:财务/人力资源/行政/文秘
工作性质:全职
签证状态:不限
经验要求:需要
学历要求,招聘人数:
工资待遇: 面议
姓名:Amy
电话:0420343670
微信:
QQ:
邮箱:[email protected]
详细介绍:
Company introduction:PREMIUM LENDING SERVICES PTY LTD, Operating under the name RAMS Central East, PREMIUM LENDING SERVICES PTY LTD stands as a prominent provider of financial services within Australia, having cemented its position in the market over a considerable period. Our robust partnership network includes over 200 distinguished partners and extends through more than 13 branches nationwide. We take pride in our extensive portfolio of lending services, which encompasses financing solutions for commercial ventures, real estate development, residential purchases, business expansions, and automobile acquisitions.Tasks Include:interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategiesmonitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in marketsrecommending and arranging insurance cover for clientsarranging to buy and sell stocks and bonds for clientsadvising on investment strategies, sources of funds and the distribution of earningssetting financial objectives, and developing and implementing strategies for achieving the financial objectivesmanaging funds raised from personal superannuation savings policies and unit trustsassisting in meeting superannuation compliance requirementsdirecting the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returnsmay refer clients to other organisations to obtain services outlined in financial plans |