Found Description
Job Description
Develop and maintain long-term client relationships.
Conduct financial needs analysis and assess risk tolerance.
Recommend suitable investment, insurance, and wealth management solutions.
Create personalized financial plans covering savings, investments, retirement, and estate planning.
Monitor client portfolios and provide performance updates.
Stay updated on financial products, market trends, tax laws, and regulatory requirements.
Educate clients about mutual funds, stocks, bonds, fixed deposits, and other investment options.
Generate new business through referrals, networking, and seminars.
Collaborate with tax and legal specialists to provide comprehensive solutions.
Ensure compliance with regulatory and ethical standards.
Prepare and present financial reports and recommendations to clients.
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