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20 DSP Eminence Consulting Services Jobs
Investment Portfolio Counsellor - Banking Firm (4-8 yrs)
4-8 years
Investment Portfolio Counsellor - Banking Firm (4-8 yrs)
DSP Eminence Consulting Services
posted 3+ weeks ago
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Job Description
Hiring for Investment Portfolio Counsellor with a Banking Firm
Job Description:
- 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.
Functional Areas: Other
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