♻ 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.