Job Description
KeyResponsibilities Liaisewithadviserstounderstandclientobjectivesandgatheranyadditionalinformationrequiredtocompletesuitabilityassessments Reviewfact-finddatatodevelopaclearpictureofeachclientsoverallfinancialposition Investigateclientqueriesthoroughlyandprovideclear,accurateresponses Carryoutcomparativeanalysistosupportwell-informedclientrecommendations Conducttechnicalresearchaspartofreviewingexisti...