发布 Mar 26, 2024 179 查看
We are looking for experienced Investment Advisors.
- Prospect for new clients
- Maintain and deepen relations with existing clients
- Educate clients regarding the range of applicable investment options available to them
- Determine the risk tolerance of clients
- Develop personally tailored investment solutions for clients
- Follow through on the investment actions approved by clients
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
Desired Qualifications
The candidate investment advisor must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base.
The individual must also have sound judgment in adopting the investment positions agreed to by clients.
The ideal candidate should have prior experience of a minimum 5 years investment advisor or sales executive.
The minimum education requirement is a bachelor's degree.
4E Marketing
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