About the role
FinEx AI summary
Investment Portfolio Consultant provides investment opinions, market and product briefings, and strategies tailored to client needs. The role supports investment sales activities and client meetings, and coaches sales staff with product and technical training. Candidates need finance-related degrees, relevant licenses/certifications, broad product knowledge, and strong language and presentation skills.
Core skills
Investment market trend analysisInvestment product knowledgeBonds, equities, commodities and FXUnit trusts and structured productsInvestment sales supportClient meeting and presentation skills