You will need the follow traits and ability:
- Excited to meet new clients assigned by company;
- Ability to bring in new clients through referrals or existing networks;
- Able to examine budgets for clients to achieve short-term and long-term savings strategies and investment objectives;
- Assisting clients in making financial plans for retirement, education and legacy objectives;
- Providing education to clients regarding investment and insurance choices and the related advantages and risks involved;
- Providing financial guidance for important life events, such as having children or marriage
- Conducting research and investigating various investment options;
- Supervising client accounts for possible investment modifications to accommodate a change in risk behaviour or enhance financial performance;
- Assisting in the clients' estate's management and tax planning is a plus.
