Advertising

Financial and investment advisers

Check your pay

Duties and 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 them
  • 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

    Fill in the survey

    Skill level

    Highly skilled
    loading...
    Advertising

    Advertising
    Advertising
    Loading...
    <!-- /15944428/Mywage.co.za/Mywage.co.za_Inarticle_Video --> <div id='div-gpt-ad-1604915830963-0'> <script> googletag.cmd.push(function() { googletag.display('div-gpt-ad-1604915830963-0'); }); </script> </div>