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Investment Advisor
2 weeks ago
Roles and Responsibilities:
- Manage and optimize client investment portfolios to align with their financial objectives.
- Actively engage in client acquisition by leveraging networking, referrals, and effective sales strategies.
- Provide regular updates to clients regarding their investments and communicate vital fund information.
- Represent the company at various investment events to expand our client base and cultivate strong relationships.
- Attend investment talks and stay abreast of market trends and industry developments.
- Organize and conduct investment seminars and events to educate and engage potential clients about investment opportunities
Desired Skills and Qualities:
- Strong financial acumen and understanding of investment products and markets (Mgt will coach u during OJT)
- Excellent communication skills with the ability to build rapport and trust with clients.
- Analytical thinking and problemsolving capabilities.
- Selfdriven, positive attitude, and a willingness to learn and grow.
Training and Development:
- Benefit from monthly investment training conducted by top Fund Houses and HSBC inhouse product teams
- Ongoing opportunities for professional development and continuous learning.
Rewards and Benefits:
- Competitive compensation package with performancebased incentives.
- Opportunity for career growth and advancement within the company.
Prerequisites:
- Recognized degree or local polytechnic diploma in a relevant field.
We believe in fostering a collaborative and supportive environment, where your expertise and dedication will make a significant impact on our clients' financial success.
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