Financial Services Specialist
4 weeks ago
BTW Financial Services & IMF PVT LTD is a leading provider of financial services, offering a wide range of solutions to clients. As a trusted partner, we specialize in insurance marketing and the distribution of various financial products.
The Role
Key Responsibilities:
Client Relationship Management:
- Develop and maintain strong relationships with clients.
- Conduct in-depth consultations to understand client needs and goals.
Financial Planning & Analysis:
- Analyze client financial situations and develop tailored financial plans.
- Recommend suitable investment options based on client risk profiles and objectives.
Investment Strategy & Portfolio Management:
- Design and manage diversified investment portfolios to optimize returns and minimize risk.
- Continuously monitor portfolio performance and make adjustments as needed.
Market Research & Education:
- Stay informed about current market trends and economic conditions.
- Educate clients about investment products and the financial markets.
Ideal Profile
Key Skills & Requirements:
- Financial expertise
- Communication skills
- Relationship building
- Analytical skills
What's on Offer?
- Opportunities for professional growth and development
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