Investment Consultant
Detail posisi
The Investment Consultant is responsible for working with clients to identify their investment goals, formulating strategies, suggesting products, and analyzing markets. They must have a Bachelor's degree in finance or related field, IC license, strong interpersonal and communication skills, confident decision-making abilities, and analytical thinking.
Kewajiban
• Working with clients to identify their unique investment goals.
• Formulating investment strategies based on client goals.
• Issuing client documents, including monthly or yearly portfolio reports.
• Suggesting investment products based on client needs.
• Analyzing various markets and conducting research.
• Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
• Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
Kualifikasi
• Bachelor's degree in finance, accounting, economics, or a related discipline.
• Obtained IC license.
• Outstanding interpersonal skills.
• Excellent written and verbal communication skills.
• Confident decision-making abilities.
• Analytical mind with good problem-solving skills.