Marg Career Library - Financial Risk Specialists

Overview:

Analyze and quantify an organization's credit and market risk exposure, which could jeopardise its assets, earning capability, or economic state. It's possible that you'll provide risk-reduction recommendations.

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Job Responsibilities:

Make a debt repayment strategy that includes payments priority and deadlines.
To thoroughly understand customers' financial goals and circumstances, meet with other advisors such as attorneys, accountants, trust officers, or investment bankers.
Recruit and keep client lists up to date.
Clients are interviewed to identify their current income, expenses, insurance coverage, tax status, financial goals, risk tolerance, and other information necessary to construct a financial plan.
Prepare or interpret information for clients, such as investment performance reports, financial document summaries, or income estimates, for example.

Overview
Job Responsibilities

Financial Risk Specialists

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