Portfolio Guidance 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.