Investment Specialist (Offshore Market)

Roles & Responsibilities

Job Summary

Provide expert investment guidance and support to clients on investment products and services, helping them achieve their financial goals.

Key Responsibilities

1. Investment Research : Conduct research on investment products, markets, and trends to provide informed investment recommendations.

2. Product Expertise : Develop and maintain in-depth knowledge of investment products.

3. Client Support : Provide investment guidance and support to clients, helping them select suitable offshore investment products.

4. Compliance : Ensure adherence to regulatory requirements and company policies when promoting investment products.

Tell employers what skills you have

Wealth Management

Interpersonal Skills

Investments

Relationship Management

Financial Markets

Compliance

Communication Skills

Financial Advisory

Regulatory Requirements

Financial Services