Investment Advisory Role - Financial Services

Investment Advisory Role - Financial Services

Responsibilities:

Client Acquisition:

- Develop and implement lead generation strategies.

- Identify potential clients and market segments

- Build trust and credibility through effective communication and follow-up.

Client Management:

- Cultivate and maintain strong relationships with clients.

- Conduct regular meetings with clients to understand their financial needs, goals, and preferences.

- Address client enquiries and concerns promptly.

Research:

- Track the performance of invested funds.

- Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

Leadership:

- Manage a team of financial professionals, offering guidance and support.

- Conduct regular team meetings to communicate goals, share updates, and address challenges.