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clients: – Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment performance, benchmarks, insured values
Understanding of web standards ● Current design trends ● Mobile web design ● Social media content design
Ensure client investigation deadlines are met and consultant keeps the client continually in the loop. Provision
market research to understand consumer preferences, trends, and competitor activities. Use this information