Responsibilities:
- To provide sound advice to clients on the latest market changes and investment opportunities across asset classes
- To collaborate and assist relationship managers in recommending investment opportunities and risk mitigation strategies to clients
- To cooperate and work closely with the investment team in staying updated on market developments, monitoring investments, maintaining financial models, and providing on-going reports
Qualifications:
- Bachelor's degree in a finance-related field
- >5 Years experience as an Investment Advisor/Counsellor
- Understanding of different asset classes and products
- Familiarity with financial regulations with regards to laws and procedures
- Analytical and possesses strong problem-solving skills
