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Job Description
- Provide clients with investment advice for their investment portfolios, taking into consideration global and local economic and political news.
- Interview clients to assess their requirements, e.g. capital growth, income, high- or low-risk investments.
- Monitor clients' portfolios of investments and advise them on which funds or companies to invest in.
- Processing of international as well as domestic trades.
- Obtain the best prices possible for clients at the time of dealing and conducting the transactions.
- Accelerating client base.
Job Requirements
- Bachelor degree.
- 3+ Yrs of experience.
- Presentable.
- Fluent English.
- CFA is a plus.
