Investment Specialist
Stock Market Trading Asset & Wealth Management
An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Skills:
Financial Modelling, Chartered Financial Analyst, Mutual Fund, Equity, Bonds, Fd,
- Explain (over the phone) the various types of investment product features and financial services to potential clients.
- Deliver personalized investment solutions to help clients work toward their short-term, medium-term, and long-term financial goals Develop and deepen client relationships.
- Educate clients and answer questions about investment options and potential risks.
- Recommend investments to clients or select investments on their behalf.
- Help clients plan for specific circumstances, such as education expenses, tax, or retirement planning.
- If needed, Meet with clients to understand their needs and demands.
- Preparing financial plans with a mix of short and long-term investments
Skills
ExpensesChartered Financial AnalystFinancial AnalystIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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