Investment Specialist
4 days ago
Job Summary
Provide expert investment guidance and support to clients on investment products and services, helping them achieve their financial goals.
Key Responsibilities
1. Investment Research: Conduct research on investment products, markets, and trends to provide informed investment recommendations.
2. Product Expertise: Develop and maintain in-depth knowledge of investment products.
3. Client Support: Provide investment guidance and support to clients, helping them select suitable offshore investment products.
4. Compliance: Ensure adherence to regulatory requirements and company policies when promoting investment products.
Tell employers what skills you haveWealth Management
Interpersonal Skills
Investments
Relationship Management
Financial Markets
Compliance
Communication Skills
Financial Advisory
Regulatory Requirements
Financial Services
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