Investment Specialist

As a Personal Investment Specialist, your primary responsibility will be to explain various types of investment product features and financial services to potential clients over the phone. You will deliver personalized investment solutions tailored to help clients achieve their short term, medium term, and long-term financial goals. Building and nurturing client relationships will be crucial, as you educate them on investment options, potential risks, and recommend suitable investments based on their needs. You will play a key role in helping clients plan for specific circumstances such as education expenses, tax planning, and retirement planning. Should the need arise, you will meet with clients in person to gain a deeper understanding of their financial objectives. Your expertise will be utilized in preparing financial plans that incorporate a mix of short and long-term investment strategies. Providing regular updates on the performance of investment portfolios and monitoring clients" accounts to identify necessary changes for improved account performance or to adapt to life changes like marriage or having children will be part of your routine tasks. Additionally, you will be tasked with researching investment opportunities to stay informed and offer the best advice to your clients. This is a full-time position that includes benefits such as Provident Fund. The ideal candidate will hold a Bachelor's degree and will work in person at the specified location.,