Investment Advisor
Financial Services Company
About this role
A. Investment Advisory and Financial Planning Assess clients’ financial goals, investment objectives, risk appetite, liquidity requirements, and investment time horizons. Develop tailored investment strategies and asset allocation recommendations. Advise clients on suitable investment products, including equities, fixed-income securities, mutual funds, money market instruments, and other approved investment vehicles. Explain investment risks, expected returns, fees, and relevant market conditions. Review clients’ investment portfolios periodically and recommend adjustments when necessary. B. Market Research and Investment Analysis C. Client Relationship Management D. Portfolio Monitoring and Performance Reporting E. Compliance and Risk Management
Requirements
10 - 15 years Investment Advisory Experience