When investing it is important to have a professional who knows everything related to the world of finance and the financial advisor is the ideal figure to advise us thanks to his knowledge in economic matters and is able to help us distinguish the different movements where we can save and make a good investment.
This financial professional has different functions such as:
1.- Guide the client in making decisions at the time of investment and establish investment strategies that adapt to the needs of the interested part.
2.- Determine what investor profile his client has based on the risk they want to take.
3.- Ability to clearly explain all the investment options so that the investor chooses the one that best suits their requirements.
4.- Draw up a good investment strategy so that the client has all the possible alternatives when deciding which way to invest is the most appropriate for their investor profile.
5.- Create an environment of respect, trust and empathy with his client and provide all the support so that the business goes as expected.
6.- Having the ability to study all the information and data collected, in order to help in decision making.
7.- Manage and make good use of technology to put it at the service of its investor.
Alejandro Enrique Esis Urdaneta 