My achievements this year:
Attracting new clients: You would have expanded your client portfolio this year, attracting both individual investors and companies.
Improving portfolio profitability: You would have worked on improving investment performance for your clients, adjusting their portfolios according to changes in the market.
Financial education: You would have offered workshops or webinars to help your clients better understand their finances, giving them tools to make more informed decisions.
Staying up to date: You would have constantly trained yourself on economic trends, such as cryptocurrencies, sustainable investment or the use of AI in finance.
And I would like to achieve before the year ends:
Develop new investment strategies for next year, especially taking into account possible changes in the macroeconomic environment.
Expand your services by offering tax planning or more personalized savings strategies.
Optimize the use of technology: Implement new financial analysis tools or CRM systems to improve your relationship with your customers.