1. Delivering quality financial advice to clients and investors. 2. Helping clients and investors in growth, diversify and protect their acquired wealth and investments. 3. Providing colleagues and clients bespoke investment and wealth structuring recommendations. 4. Evaluate asset and portfolio performance. 5. Keeping up to date with developments in the financial markets and their impact on investors portfolios. 6. Helping to identify potential investors. 7. Carrying out assessments of underwriting risks.. 8. Helping to train new staff and mentor them. 9. Carrying out monitoring and implementation tasks.