Posted:2 weeks ago|
Platform:
Work from Office
Full Time
Analyse macroeconomic factors and financial market data to identify trends, risks, and opportunities.
Review and evaluate client investment portfolios, providing recommendations for optimization and risk management.
Perform due diligence on financial products, including stocks, bonds, mutual funds, and alternative investments.
Create and present detailed research notes and presentations for clients, senior management, and other stakeholders.
Stay current on industry trends, market news, and regulatory changes to ensure the highest level of service for our clients.
Participate in client meetings and conference calls, providing expert guidance on investment decisions and market outlook.
Kredere Wealth Partner
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