Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning.
Job Description 1. Investment Research & Analysis - Analyze financial products to assess their risk-return profiles.
- Conduct fundamental and quantitative research on various financial assets.
- Monitor global market trends and summarize their impact on client portfolios.
- Perform competitor analysis and benchmarking of different investment products.
2. Portfolio Support & Reporting - Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.
- Assist in preparing financial portfolio summaries that consolidate a clientu2019s existing portfolio, coverage gaps, and investment performance.
- Draft investment proposals tail...