Job Description – Investment Consultant
Responsibilities
Provide investment advisory services to clients by analyzing financial products, market conditions, and risk profiles.
Recommend suitable investment strategies, portfolios, and financial solutions aligned with clients’ goals.
Monitor market trends, economic indicators, and investment opportunities to provide timely insights.
Prepare and present investment proposals, performance reports, and financial analyses to clients.
Build and maintain strong client relationships to ensure long-term engagement and satisfaction.
Coordinate with internal teams such as Finance, Partnership, and Business Development to deliver comprehensive solutions.
Support sales activities by presenting investment products, conducting product briefings, and participating in client meetings or events.
Ensure all advisory practices comply with relevant regulatory requirements and internal policies.