Financial Planner
My key responsibilities included:*Develop & maintain spreadsheets for tracking financial metrics and performance indicators.* Conduct in-depth research on various financial markets, investments instruments and industry trends.* Analyze market data and prepare insightful reports to assist in decision making process.* Will be responsible for acquiring, building relationships with new retail and HNI clients.* Providing clients with solutions to help ease their financial problems related to financing, insurance and tax optimization solutions.* Produce and analyze portfolio/ maintain level of reports against key performance indicators.