Duties and tasks

• Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
• Building and maintaining a client base
• Arranging to buy and sell stocks and bonds for clients
• Recommending and arranging insurance cover for clients
• 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