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