Ezz Ashraf Email & Phone Number

Egypt

contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises;conducting in-depth reviews of clients' financial circumstances, current provision and future aims;analysing information and preparing plans best suited to individual clients' requirements;completing risk analyses;researching the marketplace and providing clients with information on new and existing products and services;designing financial strategies;assisting clients to make informed decisions;researching information from various sources, including providers of financial products;reviewing and responding to clients changing needs and financial circumstances;promoting and selling financial products to meet given or negotiated sales targets;negotiating with product suppliers for the best possible rates;liaising with head office and financial services providers;liaising with other professionals, such as estate agents, solicitors and valuers;keeping up to date with financial products and legislation;producing financial reports;contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.