Job Summary

Facilitate investment transactions and provide guidance on investment opportunities

Key Responsibilities

1. Client Acquisition: Attract and retain clients, understanding their financial goals, risk tolerance, and investment objectives.

2. Investment Advice: Provide investment advice, recommending suitable financial products.

3. Portfolio Management: Assist clients in managing their investment portfolios and monitoring performance.

4. Market Research: Stay up-to-date on market trends, economic conditions, and regulatory changes, providing informed investment guidance.

5. Compliance: Ensure adherence to regulatory requirements, industry standards, and company policies.*