Assessment of client financial needs and circumstances. Carrying out research and analyzing products and services that are appropriate to each client’s financial circumstances. Compile tailor-made, correctly structured financial planning roadmaps to guide our financial advisors and clients to make better financial and investment decisions.

Duties include but are not limited to:
•Undertake highly technical analytical work.
•Assessment of client financial needs and circumstances.
•Carrying out research and analyzing products and services that is appropriate to each client’s financial circumstances.
•Proposing solutions and drafting financial recommendations that meet each client’s goals, needs, and objectives.
•Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organization.
•Keep up to date with product information.
•Preparing investment-, retirement-, estate-, and long term risk proposals.
•Public speaking and presentations
•Traveling to Corporate clients for practical experience in giving financial advice and retirement benefit counseling.

Contact information

Pieter