JOB SUMMARY:

The Finance Analyst/Investment Advisor is responsible for asset management, financial analysis, and advising clients on investment opportunities. This role requires a strong financial background, preferably within the banking sector, and expertise in client retention strategies.

QUALIFICATIONS & SKILLS:

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Minimum of 3 years of experience in asset management and financial advisory.
• Strong financial background, preferably within the banking sector.
• Excellent analytical and problem-solving skills.
• Proficiency in financial modeling and investment analysis tools.
• Exceptional communication and client management abilities.
  Job Type: Full-tim

• Conduct financial analysis and asset management to optimize investment portfolios.
• Provide investment advice and strategic financial planning to clients.
• Develop and maintain strong client relationships to enhance retention.
• Assess financial statements and market trends to identify investment opportunities.
• Prepare detailed reports and recommendations for clients and stakeholders.
• Ensure compliance with financial regulations and industry best practices.