Responsibilities:
keep up to date with the latest financial and tax legislation;
stay informed of the latest financial news to understand the movements in the market and the drivers of change;
carry out specific market research and analysis;
write reports and newsletters summarising the market research you've done;
proactively look for clients, sell your services and manage those relationships (in the business this is referred to as 'client service and recruitment') through a combination of networking and cold calling;
regularly update your clients on the state of their portfolio and new investment opportunities;
give presentations to clients at conferences and networking events;
ensure that you understand your clients' needs enabling you to make appropriate suggestions for their investments;
be honest and provide all information, including risks. As a broker you cannot exaggerate or provide misleading information.
Requirements:
Bachelors degree in accountancy
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Job Overview
Gender
Male/Female
Career Level
Executive
Industry
Real Estate
Experience
0-1 Years
Qualification
Other
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