Investment Broker

7 days ago

Singapore J.S.F Full time

**Key Responsibilities**:
As an Investment Broker, your responsibilities encompass a wide range of critical tasks:

- **Project Planning and Execution**:You are responsible for meticulously planning, scheduling, and executing investment projects to meet client objectives and financial goals. Your ability to m **C**anage timelines and resources effectively is crucial for successful outcomes.
- **Problem-Solving and Decision-Making**:This role involves analyzing complex financial data, identifying investment opportunities, and making informed decisions to optimize client portfolios and mitigate risks.
- **Collaboration with Cross-Functional Teams**:Working closely with various departments such as research, compliance, and trading, you collaborate to ensure seamless execution of investment strategies and compliance with regulations.
- **Leadership and Mentorship**:As a leader in the investment domain, you may be tasked with mentoring junior brokers, providing guidance on investment best practices, and fostering a culture of continuous learning and development.
- **Process Improvement and Innovation**:Constantly seeking ways to enhance investment processes, you drive innovation by implementing new strategies, technologies, and methodologies to stay ahead in the competitive financial landscape.
- **Technical or Customer-Facing Responsibilities**:Engaging with clients to understand their financial goals, risk tolerance, and investment preferences, you provide personalized investment recommendations and maintain strong client relationships.
- **Client Acquisition**:To acquire new clients through marketing campaign provided and through cold calling.
- **Client Facing**:To be confident on producing solutions to clients needs.

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