Consulting - Capital Markets Services
Posted on :
02-07-2022
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Responsibilities:
- 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.
- Managing client documents for tax reporting.
- 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.
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
Report This Job
Disclaimer: Drjobs.ae is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
