Posted:1 month ago|
Platform:
Work from Office
Full Time
Meet clients to understand their financial goals and risk tolerance
Recommend suitable investment products based on client objectivesEstablish, grow, and oversee investment relationshipsAct as the primary client contact and trusted investment advisorProvide timely market updates and house views to clientsDrive sales by offering tailored solutions to client portfoliosEnhance client experience through strong relationship management.
Key Skills Required:
In-depth understanding of Markets and ProductsProficiency in various asset classesExperience in offering investment advice and solutionsExcellent interpersonal and communication skillsStrong analytical abilitiesDigital proficiency.
Avant Garde
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