Job scope:
- Handle and build relationship with the company leads.
- Develop and maintain strong relationships with exisiting clients, acting as their trusted advisor on investment matters.
- Conduct detailed assessments of clients' financial situations, risk tolerance, and investment goals.
- Create and present tailored investment strategies and financial plans that align with clients' objectives.
- Monitor and manage clients' investment portfolios, making adjustments as needed to optimize performance.
- Stay informed on market trends, economic developments, and new investment products.
- Communicate regularly with clients to provide updates, performance reviews, and ongoing advice.
- Ensure compliance with industry regulations and firm policies.
- Collaborate with other financial professionals within the firm to provide holistic financial planning services.
Qualifications:
- Degree in ANY faculty
- Deep knowledge of investment products, financial planning, and wealth management.
- Strong analytical skills with the ability to assess and analyise complex financial data.
- Excellent communication and interpersonal skills, with a client-first approach.
- Ability to build and maintain long-term client relationships.
