Job Summary
Provide expert investment guidance and support to clients on investment products and services, helping them achieve their financial goals.
Key Responsibilities
1. Investment Research: Conduct research on investment products, markets, and trends to provide informed investment recommendations.
2. Product Expertise: Develop and maintain in-depth knowledge of investment products.
3. Client Support: Provide investment guidance and support to clients, helping them select suitable offshore investment products.
4. Compliance: Ensure adherence to regulatory requirements and company policies when promoting investment products.