Blessy George

Experience

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  Edelweiss Wealth Management

  May 2022 - Aug 2022

  Personal Wealth Assistant

  Provide clients with financial services to help them achieve their financial goals.Evaluate and recommend ways to optimize intra-group lending to clients.Prepare and interpret financial document summaries, investment performance reports and income projection for clients.Analyze financial data to develop strategies.Manage client portfolios.

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  Lion Mortgage

  Jun 2023 - now

  Mortgage Advisor

  Build and maintain strong relationships with clients, understanding their financial objectives, risk tolerance, and future aspirations.Assess clients' financial status, analyze their goals, and develop comprehensive financial plans to meet their specific needs and objectives.Provide investment recommendations based on thorough analysis of market trends, risk profiles, and clients' goals. Monitor investment performance and make adjustments as needed.Evaluate clients' needs and provide guidance on risk mitigation strategies to protect their assets and ensure financial security. Show less