INVESTMENT ADVISOR

Employer
JB Securities Pvt Ltd
Location
Colombo 14
Salary
Salary - Negotiable
Posted
Sep 02, 2019
Closes
Oct 02, 2019
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Building and maintaining a client base.

Meeting clients to gather information needed to develop a financial plan.

Assessing the needs and risk-taking abilities of the client and matching it with the right type of stocks and other investments.

Analyzing and interpreting financial statements.

Educate clients regarding the range of applicable investment options available to them.

Follow through on the investment actions approved by clients.

Maintain proper documentation of investment actions taken on behalf of clients.

Maintain an up-to-date knowledge of Equity markets, Local and International Economics, Accounting standards.