Talking to clients to determine their habits, expenses, income, financial objectives, and other information vital to developing a financial plan and strategies. This includes answering all relevant questions they may have
Providing clients with specialist advice on practices to help them reach their financial objectives.
Researching marketplace and recommending the most appropriate financial product or service available to the client.
Preparing and interpreting financial documents, investment performance reports, as well as income projections to clients.
Implementing financial plans chosen by client.
Providing periodic updates on the performance of investment portfolios.
Building and managing a client database.
Meeting team’s KPIs.
Have a track record of professional success.
Excellent time management skills.
Self-motivated, highly driven and have an entrepreneurial personality.
Have an ability to think critically and use sound judgment when serving clients
Have the ability to explain complex information simply and clearly.
Strong research and analytical skills
Strong communication, negotiation, and presentation skills.