Investment Consulting Intern
Posted on :
09-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2322896
Responsibilty:
- Working with clients to identify their unique investment goals.
- Formulating investment strategies based on client goals.
- Issuing client documents, including monthly or yearly portfolio reports.
- Managing client documents for tax reporting.
- Suggesting investment products based on client needs.
- Analyzing various markets and conducting research.
- Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
- Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
Employment Type
Full Time
Company Industry
Key Skills
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