Description:
Key Responsibilities:
Client Relationship Management:
Develop and maintain strong relationships with clients, ensuring a high level of trust and satisfaction. Conduct regular meetings to assess client goals, financial status, and life changes. Understand and prioritize the clients financial needs and objectives.Financial Planning:
Assess clients' financial status, including income, assets, liabilities, and expenses. Provide advice on a wide range of financial matters, including budgeting, retirement planning, investment strategies, tax planning, and estate planning. Create comprehensive financial plans tailored to each clients unique situation. Monitor and review client portfolios, suggesting adjustments as needed to align with financial goals.Investment Management:
Advise clients on appropriate investment options based on their risk tolerance, time horizon, and goals. Recommend asset allocation strategies and offer insights on market conditions. Stay up to date with market trends, economic developments, and new financial products.Risk Management:
Assist clients in managing financial risks through proper insurance planning and diversification strategies. Help clients understand the importance of asset protection and disaster preparedness.Compliance and Regulations:
Ensure adherence to industry regulations, company policies, and legal requirements. Keep up with changes in financial regulations and adjust clients s
05 Mar 2025;
from:
gumtree.co.za