Client Associate Consultant

Roles & Responsibilities

Job Responsibilities :

• Provide comprehensive support to clients in their financial planning and investment management needs.
• Serve as the primary point of contact for clients, addressing inquiries, resolving issues, and facilitating communication.
• Collaborate with senior consultants to analyze clients' financial situations and develop personalized strategies to achieve their client’s goals.
• Assist in conducting portfolio reviews, investment analyses, and risk assessments for clients.
• Prepare financial reports, investment proposals, and presentations for client meetings.
• Monitor market trends, economic indicators, and investment opportunities to provide timely insights to clients.
• Maintain accurate records of client interactions, transactions, and portfolio updates.

Requirements :

Tell employers what skills you have

Wealth Management

Management Consulting

Strategic Consulting

Investment Strategies

Reserves

Risk Assessment

Assessing

Dynamics

Financial Planning

Interpersonal Skills

Investment Management

Portfolio Management

Financial Analysis

Communication Skills

Consulting

Human Capital