Description:
- Client Relationship Management: Building and maintaining relationships with clients to understand their financial goals, risk tolerance, and investment preferences.
- Financial Planning: Developing comprehensive financial plans, including investment strategies, retirement planning, estate planning, and tax planning.
- Investment Management: Managing clients' investment portfolios, including asset allocation, diversification, and rebalancing.
- Portfolio Monitoring: Continuously monitoring clients' portfolios and making adjustments as needed to ensure alignment with their goals and risk tolerance.
- Financial Analysis: Conducting financial analysis and research to provide informed investment recommendations.
16 May 2025;
from:
gumtree.co.za