Valueplus Technologies - Investment Specialist

AssetPlus is seeking dynamic and knowledgeable Investment Specialist to join our team, where they will play a pivotal role in offering expert guidance to help clients achieve their financial goals

Key responsibilities

- Talking to existing clients to understand their investment needs, risk tolerance and financial goals

- Understanding the financial products available in the platform and explaining them to the clients in a simple manner

- Creating customized portfolios based on the clients requirements

- Ensuring existing clients are adequately insured

- Working on being the single point of contact for all further investment needs of the client

- Holding portfolio review meetings with the clients and improvising as required

- Understanding market trends and their impact on portfolios

Requirements

- Bachelor's degree in finance, economics, or a related field

- 2 to 5 years of experience in the financial services or wealth Management industry.

- Strong understanding of investment principles, financial markets, and products.

- Excellent communication and interpersonal skills.

- Ability to build and maintain strong client relationships.

- If you're ready to use your financial expertise to drive impactful strategies and grow with us, we encourage you to apply for this exciting opportunity.

Join AssetPlus as a Investment Specialist and be part of a team that values collaboration, continuous learning, and professional growth