As an investment advisor, I specialize in assisting clients with personalized financial planning by aligning investment products with their individual risk profiles and financial goals. Drawing on my background in economics and market analysis, I provide tailored strategies and ongoing support to optimize investment portfolios, ensuring a clear and client-focused approach in all interactions.

Acted consolidating clients portfolios, as well as sending daily reportsregarding the clients account balance to the financial advisors.Performed portfolio simulations to gather information on which type ofinvestment would be a satisfying option for the clients.Being the primary and most productive aspect of the internship, I also assistedthe advisors with the elaboration of financial plans to help and guide clientstowards their financial independence.