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Expert Investor Position
2 weeks ago
We are seeking a skilled investment expert to join our team as an Investment Consultant. This role involves working closely with high-net-worth clients to understand their financial goals, assess their risk appetite, and develop tailored investment strategies.
Key Responsibilities:- Assess clients' financial goals, risk appetite, and wealth situation through comprehensive financial analysis.
- Design and recommend customized investment portfolios aligned to the client's profile and market conditions.