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The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.
- assist in research and coordination for the team for their high-net-worth clients on their investment needs by analysing their financial needs and objectives, designing suitable customised financial solutions and reviewing client accounts periodically to ensure client needs and objectives are met.
- Assist Wealth and Estate Planning Specialist in advising high-net-worth clients on their basic wealth and estate planning needs.
- Demonstrate understanding of risk management based on risk appetite of the client via profiling tests.
- Perform acceptance checks and on-boarding of high-net-worth clients in accordance with established policies and procedures.
- Have knowledge of the various financial instruments and ability to match the suitable product to the correct client.
- Source and acquire new clients.
Job Types: Part-time, Contract, Fresh graduate, Freelance, Student job
Contract length: 3 months
Pay: $12.00 - $15.00 per hour
Expected hours: 10 – 20 per week
Benefits:
- Flexible schedule
- Promotion to permanent employee
Schedule:
- Day shift
- Monday to Friday
Supplemental Pay:
- Performance bonus
Work Location: In person