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Tasks

  • building and maintaining a client base
  • interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • arranging to buy and sell stocks and bonds for clients
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • recommending and arranging insurance cover for clients

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    Educational level

    • Unskilled
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