As Wealth Management Advisors, we work with wealthy clients and advise them on where to invest their money on various assets such as real estate, stocks, cryptocurrencies, or mutual funds based on their personal preference and risk tolerance. We also ask them series of questions in accordance with the company’s pre-established manual to estimate the client’s risk tolerance and ensure that each client is thinking in the long term. We work with the client’s accountants to estimate their future earnings and determine whether they will go up or down based on the client’s age and industry.
Core tasks:
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