Advisory Associate (Investments)

Client Relations

Prospect for new clients. This is the essential task for an investment advisor, requiring extensive networking and cold calling to obtain new clients.

Maintain and deepen relations with existing clients. This calls for periodic meetings to understand changes in the financial and life situations of clients, and how this might impact their investment profiles.

Investment Solutions

Educate clients regarding the range of applicable investment options available to them

Determine the risk tolerance of clients

Develop personally tailored investment solutions for clients

Follow through on the investment actions approved by clients

Maintain proper documentation of investment actions taken on behalf of clients

Maintain an up-to-date knowledge of investment products

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