- Conduct thorough financial assessments of clients to understand their investment objectives, risk tolerance, and financial situation.
- Develop and implement customized investment strategies that align with clients goals and preferences.
- Monitor and manage client portfolios, making timely adjustments to optimize performance and mitigate risk.
- Stay up-to-date on market trends, economic indicators, and investment opportunities to provide informed advice.
- Collaborate with internal teams to ensure compliance with regulatory requirements and industry best practices.
- Proven experience as an Investment Advisor or similar role in the financial industry.
- Strong knowledge of financial markets, investment products, and wealth management strategies.
- Excellent analytical, communication, and interpersonal skills.
- Knowledge of regulatory compliance in investment advisory services.
If you are a drivenInvestment Advisor looking to join a global financial institution, take charge of this opportunity to welcome a new career challenge in 2023.
EA Personnel No. R22104718
EA License: 16S8112