Posted By
Posted in
Banking & Finance
Job Code
1411796
Job Profile:
- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.
- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.
Your tasks:
- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
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Posted By
Posted in
Banking & Finance
Job Code
1411796
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