• Understand clients’ financial needs
• Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
• Answer clients’ questions and address concerns
• Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
• Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.

• Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
• Manage and regularly update clients’ portfolios.
• Continuous communication with clients’ to stay up to date with their financial status
• Building and maintaining your client base.
• Building a comprehensive budget for your clients needs