Investment Advisor

2 مارس، 2023

0 0 دقيقة واحدة

Investment Advisor

الوصف الوظيفي

· Prospect for new clients.

· Maintain good repo with existing and prospective clients.

· Educate the clients about the various investment options available.

· To understand the clients risk taking ability and advise investment plans accordingly.

· Develop personally tailored investment options for clients.

· Provide complete information about investment products to clients.

· To update the clients about the economical, political & technological situations of the market.

· Keep up-to-date knowledge of the industry and related markets.

· Bachelors in Finance or Commerce & Master are preferred.

· Firm grasp on the financial decision-making process.

· Experienced in collecting, interpreting & organizing data.

· Working knowledge of the industry and market.

· Advanced speaking and writing skills for effective communication.

· Dedication and a commitment towards the job.

· Ability to keep sensitive business financial information confidential.

2 مارس، 2023

0 0 دقيقة واحدة