Job Summary
Facilitate investment transactions and provide guidance on investment opportunities
Key Responsibilities
1. Client Acquisition: Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.
2. Investment Advice: Provide investment advice, recommending suitable financial products.
3. Portfolio Management: Assist clients in managing their investment portfolios and monitoring performance.
4. Market Research: Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.
5. Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.*
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