♻ Explain (over the phone) the various types of investment product features and financial services to potential clients. ♻ Deliver personalized investment solutions to help clients work toward their short term, medium term and long-term financial goals ♻ Develop and deepen client relationships. ♻ Educate clients and answer questions about investment options and potential risks. ♻ Recommend investments to clients or select investments on their behalf. ♻ Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning. ♻ If needed, Meeting with clients to understand their needs and demands. ♻ Preparing financial plans with a mix of short and long term investments. ♻ Providing periodic updates on the performance of investment portfolios. ♻Monitor clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes.
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