Sr Associate, Investment Counsellor

Job description

- Manage client investment portfolios and provide personalized investment advice. - Develop and maintain strong relationships with clients to understand their financial goals and objectives. - Conduct thorough needs analysis to identify opportunities for growth and improvement. - Collaborate with internal teams to develop and implement effective investment strategies. - Provide exceptional customer service and support to ensure high levels of client satisfaction. - Stay up-to-date with market trends and regulatory changes to ensure compliance and optimal portfolio performance. Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.