Deskripsi pekerjaan
Bekerja di industri sekuritas, posisi ini bertanggung jawab untuk mengelola hubungan dengan calon klien dan klien yang sudah ada. Peran ini melibatkan pemberian wawasan pasar, rekomendasi investasi, serta pengembangan strategi investasi yang disesuaikan dengan profil risiko klien.
Tanggung jawab: Manage relationships with potential clients in the securities industry; Provide timely and accurate market insights and investment recommendations to clients; Develop and implement investment strategies for clients based on their investment objectives and risk tolerance; Collaborate with the research and trading teams to develop customized investment solutions for clients; Monitor clients' investment portfolios and provide periodic updates; Cross-sell and upsell products and services to clients.
Tanggung jawab
- Manage relationships with potential clients in the securities industry
- Provide timely and accurate market insights and investment recommendations to clients
- Develop and implement investment strategies for clients based on their investment objectives and risk tolerance
- Collaborate with the research and trading teams to develop customized investment solutions for clients
- Monitor clients' investment portfolios and provide periodic updates
- Cross-sell and upsell products and services to clients
Informasi lowongan
- Tipe pekerjaan
- Full-time
- Gaji
- Negosiasi