Investment Advisor

Roles & Responsibilities:

- Provide expert advice and guidance to clients on investment strategies and portfolio management.

- Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans.

- Monitor and review clients' investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed.

- Stay updated on market trends and economic conditions to make informed investment recommendations.

- Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services.

- Build and maintain strong relationships with clients to ensure their satisfaction and retention.

- Keep accurate records of client interactions and investment transactions.

- Comply with all regulatory and compliance standards.

More details:

Relationship Manager\Client Relationship\Account Manager\Advisor

- A farmer\foster relationships with the clients\ Account manager

- Experience in: in investment advisory, investment consultation, financial planning, wealth advisory

Products: AIF, MF, PMS

- Investment strategies and portfolio management.

- Analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans.

- Monitor and review clients' investment portfolios

- Compliance