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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