Job Description

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