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Provide personalized financial advice and guidance to clients, based on their specific goals and needs.
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Develop financial plans and strategies that help clients achieve their financial objectives, such as retirement planning, investment planning, tax planning, and estate planning.
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Assist clients with banking and credit needs, such as mortgages, loans, and lines of credit.
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Help clients open accounts and apply for financial products and services.
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Maintain ongoing relationships with clients, including regular communication and follow-up.
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Stay current on financial markets, products, and services to provide the best advice and guidance to clients.
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Maintaining client's record, and portfolio, and providing regular reports on clients portfolio performance.
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Identifying new business opportunities through networking and referrals.
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Compliance with regulatory requirement.
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Continuously improve own knowledge and skills by attending training sessions and professional development programs.