Investment Advisor

Requirements

• High interpersonal skills, with an entrepreneurial attitude towards expanding the client base
• Proficiency in Microsoft offices and other accounting tools
• An investment advisor with a financial service firm with 4 to 5 years' experience
• Must also have sound judgment in adopting the investment positions agreed to by clients.
• The ideal candidate should have prior experience as a stockbroker or financial planner
• Proven Work experience as an Investment Advisor or a similar role
• Knowledge of office management systems and procedures
• MS Office and English proficiency
• Outstanding organisational and time management skills
• Up-to-date with latest office gadgets and applications
• Ability to multitask and prioritize daily workload
• Ability to analyse problems and make sound operational decision
• A strong personal commitment to the values of the organisation
• Skilled at prioritizing and organizing work of self and others
• Excellent verbal and written communications skills
• Discretion and confidentiality

Benefits

Additional Information

The candidate must possess the following: - Critically evaluate investment options, and educate clients regarding the best investment decisions to make. - The recommendations made should take into account the risk tolerance - Liquidity requirements, income level, and long-term goals of client - 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

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Company Intel

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