Job Responsibilities:
- Provide comprehensive support to clients in their financial planning and investment management needs.
- Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.
- Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.
- Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.
- Prepare financial reports, investment proposals, and presentations for client meetings.
- Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.
- Maintain accurate records of client interactions, transactions, and portfolio updates.
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. Strong understanding of financial products, investment strategies, and industry regulations.
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
- Proficiency in financial analysis, including portfolio management and risk assessment.
Job Type: Full-time
Pay: $4,500.00 - $6,500.00 per month
Work Location: In person
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