Job Description:
Provide personalized investment advice and financial planning services to clients based on their financial goals, risk tolerance, and investment objectives.
Conduct comprehensive financial assessments, including analyzing clients’ assets, liabilities, income, and expenses.
Develop and recommend investment strategies, asset allocations, and investment products tailored to clients’ needs and objectives.
Monitor and review clients’ investment portfolios, performance, and market conditions to identify opportunities and risks.
Execute investment transactions, trades, and portfolio rebalancing in accordance with clients’ investment plans and objectives.
Educate clients on investment principles, strategies, and market trends to empower them to make informed financial decisions.
Build and maintain client relationships through regular communication, reviews, and updates.
Stay updated with industry regulations, investment products, and market trends to provide current and relevant advice.
Job Requirements:
Bachelor’s degree in Finance, Economics, Business Administration, or related field.
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or other relevant certifications preferred.
Proven experience in investment advisory, financial planning, or wealth management roles.
Strong knowledge of investment principles, financial markets, and investment products.
Excellent analytical, problem-solving, and decision-making skills.
Ability to build trust, rapport, and long-term relationships with clients.
Job Features
| Job Category | Operations |