Investment Portfolio Counsellor

Role/Job Title: Investment Portfolio Counsellor

Department: Wealth Management > Sales > Private Banking Group

Job Purpose:

A leading Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who is passionate about wealth management and has a strong understanding of the financial market.

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.