Actions
Financial Adviser Services :
Advise clients through quantitative analyses of financial data. Develop recommendations for financial and investment decisions.
Develop recommendations : Develop recommendations for financial decisions. Advise on choices such as investments and mergers and acquisitions.
Conduct analyses : Conduct financial analyses. Build financial models, identify trends and develop projections. Identify risks and mitigating measures.
Define client needs : Understand clients' financial situation and determine their needs and expectations.
Collect data : Collect data for financial analysis, such as company performance, share price development and economic trends. Coordinate with internal teams and third parties to gather public or private data.
Present findings : Prepare presentations and reports and develop illustrations such as charts and graphs. Present findings and answer questions.
Maintain relationships : Build and maintain relationships with clients and answer any concerns and queries. Identify and reach out to potential new clients.
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