George M.

• Providing financial advice to clients based on their circumstances, appetite for risk and desired level of future investment growth • Analyzing client information and future financial projections to ascertain the best investment solutions and strategies for clients • Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances • Producing financial reports and communicating to clients what the figures mean • Meeting all regulatory requirements • Keeping up to date with the latest financial products and regulatory changes