Opportunity brief
Responsibilities:
- Explain (over the phone) the various types of investment product features and financial services to potential clients.
- Deliver personalized investment solutions to help clients work toward their short term, medium-term, and long-term financial goals
- Educate clients and answer questions about investment options and potential risks and recommend investments to clients or select investments on their behalf.
- Help clients plan for specific circumstances, such as education expenses, tax planning or retirement planning.
- Prepare financial plans with a mix of short and long-term investments and providing periodic updates on the performance of investment portfolios.
- Monitor clients' accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children.
- Male candidates may have to visit a client's place to complete documentation or present the investment plans.