o contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
To provide various investment performance reports and summaries to the clients
To build and maintain client bases, along with relevant comments/remarks for future reference
To guide clients in the gathering of information/documents required such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills, etc.
To conduct and assist in organizing seminars, workshops and other business development activities
To prepare the MIS reports in the specified formats