Investment Advisor

Posted 2 months ago by Richard Pieris & Company PLC, Classification: Banking & Financial Services

Responsibilities

  • Providing financial guidance and making recommendations to clients regarding investments in the stock market.
  • Providing financial guidance and making recommendations to clients regarding investments in the stock market.
  • Researching and analyzing market trends, identifying profitable investment opportunities, and creating personalized investment portfolios for clients
  • Conducting research and analysis on various stocks and market trends
  • Recommending investment opportunities to clients and managing individual and corporate investment portfolios
  • Creating personalized investment portfolios for clients 
  • Communicating effectively with clients to understand their financial goals and risk tolerance
  • Introduce new clients/visiting clients to the business while maintaining good relationship.
  • Monitoring and take relevant actions to manage debtor recoveries.

Qualifications

  • Should be a registered Investment Advisors; and, (ii) comply with the Fit and Propriety criteria in accordance with the provisions of the SEC Act.
  • Good oral and written communication skills.
  • Sound sales and marketing skills.
  • Salary- Negotiable

An attractive remuneration package awaits the right candidate

Apply via SpotJobs
Please click APPLY NOW button to upload your CV via SpotJobs

 



Share this job

Jobs at Richard Pieris & Company PLC