Financial and investment advisers

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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

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    Skill level

    Highly skilled
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