Analyze the financial situation of a client, through a holistic approach, to identify risks and opportunities and develop the financial strategies needed to help clients to achieve their needs and goals.
• Meeting with clients and use the financial planning methodology to advise and assist them on how to achieve their financial objectives, considering their life cycle stage, actual financial situation, and needs. Increase customer relationships, services, products, and profitability.
• Offer advice in an integrated manner, through the collaboration of wor...