Fabian Baumann, as a Financial Planner, your primary role involves developing effective financial strategies for clients in line with their financial goals and risk tolerance. You are responsible for advising clients on various financial matters such as investments, insurance, tax planning and retirement. Your expertise in financial products and excellent understanding of market trends enables you to provide sound financial advice. Your ability to build strong relationships and maintain client trust is vital for your role. Your goal is to ensure the financial stability and growth of your clients, ultimately leading to their financial independence.More...