Job Responsibilities:
- Develop customized investment strategies tailored to individual clients' needs and goals.
- Conduct thorough assessments of clients' investment objectives, risk tolerance, and time horizon.
- Stay informed about market trends, economic indicators, and investment opportunities.
- Provide personalized advice on asset allocation, portfolio construction, and investment selection.
- Build and maintain strong relationships with clients, ensuring clear and transparent communication.
- Collaborate with a team of professionals to implement tailored investment plans.
- Monitor clients' investment portfolios and provide ongoing guidance and support.
Requirements:
- At least 21 years old (regulatory requirement)
- Full certification in GCE 'A' Levels / Polytechnic Diploma/Degree holders (Local Certifications)
- Proven experience in strategic consulting or similar roles.
- In-depth knowledge of financial industry dynamics, markets, and regulations.
- Strong interpersonal and communication skills.
- Relevant industry certifications are advantageous.
Job Type: Full-time
Pay: $4,500.00 - $6,500.00 per month
Work Location: In person
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