Investment & Client Acquisition specialist

Roles & Responsibilities

Key Responsibilities

• Evaluate clients' financial needs and investment goals
• Analyze and interpret financial data to make informed and accurate recommendations
• Monitor investment performance and provide regular updates to clients
• Develop long-term relationships with clients and provide ongoing support
• Stay up-to-date with market trends, regulations and investment opportunities
• Implement investment strategies and trades on behalf of clients
• Adhere to ethical standards and compliance regulations

Tell employers what skills you have

Wealth Management

Training Management

Employer Branding

Able To Multitask

Investment Strategies

Talent Acquisition

Interpersonal Skills

Recruiting

Compliance

Investment Performance

Bonds

Human Resources

Screening

Sourcing

Able To Work Independently