Assess clients’ financial situations, risk appetite, and investment objectives.
Provide advisory on a wide range of investment products (
Develop customized investment plans and asset allocation strategies.
Keep clients informed about market trends, economic updates, and investment opportunities.
Maintain strong client relationships through regular communication and portfolio reviews.
Achieve revenue and client acquisition targets as set by management.
Collaborate with research teams to analyze products and investment opportunities.
Maintain records of client transactions and advisory activities.