Investment Specialist

Roles & Responsibilities :

Provide expert advice and guidance to clients on investment strategies and portfolio management.

Conduct thorough analysis of clients' financial goals, risk tolerance, and investment preferences to develop personalized investment plans.

Monitor and review clients' investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed.

Stay updated on market trends and economic conditions to make informed investment recommendations.

Collaborate with other departments, such as sales and wealth management, to identify potential clients and cross-sell investment products and services.

Build and maintain strong relationships with clients to ensure their satisfaction and retention.

Keep accurate records of client interactions and investment transactions.

Comply with all regulatory and compliance standards.