LAWAL TAJUDEEN

• Conducted in-depth analysis for clients, assessing their current financial status and developing personalized financial plans
• Played key role in formulating and executing precise marketing strategies that attracted new clients and broadened clients' outreach leading to increase in clientele of 8%
• Developed and implemented tailored investment portfolios, aligning clients' risk tolerance and financial goals to achieve optimal returns
• Performed thorough market analysis and financial modeling to identify opportunities and risks, thereby consistently exceeding performance benchmarks
• Designed personalized retirement plans for clients by investing funds that appropriately align retirement and financial objectives to ensure secure and comfortable retirement
• Effectively conveying complex financial information to clients, ensuring clarity, and facilitating open communication for informed decision-making
• Performed market research to remain abreast of financial trends, allowing for proactive refinement of advisory strategies
• Implemented tax-efficient investment strategies resulting in decreased clients' tax liabilities by 10%
• Deployed forward-thinking approach, adapting strategies to changing economic conditions and evolving client needs
• Conducted regular financial literacy workshops for clients that promoted financial education and awareness.

• Assisted senior financial planner to develop and maintain sound financial plans for clients.

• Assisted senior financial planner to conduct market research to identify investment opportunities and potential risks
• Collaborated with senior financial planners to analyze client portfolios and recommend adjustments
• Provided administrative support, including preparing reports, documentation, and coordination of client meetings
• Participated in client meetings, attended to clients' inquiries, and provided support in implementing financial plans.