risk profile and provide long term financial solutions aligned with client's objectives and requirements
world. Provide financial planning support and solutions to clients and their needs Support investment
world. Provide financial planning support and solutions to clients and their needs Support investment
meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing
meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing
meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing
meeting with prospective clients, implementing solutions with new clients and reviewing plans with existing
engaging in initiatives. Recommend financial solutions based on client needs. Completed post matric finance
engaging in initiatives. Recommend financial solutions based on client needs. Completed post matric finance
within the firm to deliver integrated financial solutions. Regularly review and adjust financial plans to