Investment Advisor (Occupation Code : 241203)

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Description

Advises clients in respect of securities and other financial investments and instruments.

Tasks

Providing investment and retirement planning to clients.

Giving advice about securities to clients i.e. receiving compensation for giving advice on investing in stocks, bonds, mutual funds, or exchange traded funds.

Marketing services to new investment business clients.

Preparing and presenting proposals to potential clients using state of the art financial planning tools.

Managing and maintaining new and existing client relationships.

Adhering to financial compliance and operational procedures.

Alternate Occupation Names

Fund Advisor

Securities Sales Trader

Portfolio Advisor

Financial Markets Investment Advisor

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