Financial & Investment Adviser
7 days ago
**Job Highlights**:
- Highly structured & holistic wealth management training
- Need-based, process oriented, non-product driven advisory
- Clearly established multiple career advancement paths at onset
**Job Description**:
A. Financial Advisory Support
- Client Profiling & Due Diligence
- Financial Needs Analysis
- Construction of Financial Plan
- Execution of Financial Plan
- Review and Evaluation of Financial Road Map
B. Investment Advisory Support
- Implimentation of Investment Strategies
- Investment Tracking & Evaluation
- Investment Reporting
C. Business Development
- Enhancement & expansion of existing client relationship
- Project management
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