Investment Service Consultant

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Job Description


– Meet with clients to discuss their financial goals and assess their risk tolerance
– Develop and implement personalized investment strategies for clients
– Monitor client portfolios and make adjustments as needed to ensure optimal performance
– Stay up-to-date on market trends and economic conditions to make informed investment decisions
– Provide regular updates and reports to clients on the performance of their investments
– Build and maintain strong relationships with clients to establish trust and loyalty
– Participate in networking events and seminars to generate leads and attract new clients


– Bachelor’s degree in finance, economics, or related field
– Recent Graduate or less than 2 years of experience
– Strong knowledge of investment products and strategies
– Excellent communication and interpersonal skills
– Ability to work independently and meet deadlines
– Knowledge of industry regulations and compliance standards
– Strong Academic results
– Extra mural activities

This is an exciting opportunity for a motivated and ambitious individual to join a dynamic team and help clients achieve their financial goals. If you have a passion for investment management and a desire to make a positive impact on clients’ lives, we would love to hear from you.