Ws-46 - Investment Consultant

Job Description: - To provide independent opinion on quality of client's existing portfolio.
- To identify and understand clients' long-term needs, assess client's risk appetite, investment preference, and return expectations, construct, recommend and execute investment solutions at client meeting sessions.
- To monitor market returns and provide regular and timely feedback/advisory to clients, including re-balancing.
- The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs.
- To ensure compliance with all regulations and controls as set by the organization and external regulatory authorities.
- Organizing regular investment seminars for clients.
Requirements: - Diplomas from Polytechnic / Degree, preferably in Finance/Business related disciplines.
- Experience in Portfolio Penetration.
- Strong communication skills.
- Team players.
Job Type: Full-time Salary: €3,500.00 - €4,500.00 per month Benefits: Professional certification training.
Transport allowance.
Company phone.
Meal vouchers.
Schedule: - 10-hour shift.
Additional Compensation: Performance bonus.
Commission plan.
Tips.
COVID-19 Considerations: - Wear a mask in public.
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