Financial Advisor
AMP South Financial services
Invercargill CBD, Invercargill
07.2005 - 11.2012
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.