HR Consultant at Talengage
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Wealth Manager - Sales - Investment/Trading Product (2-10 yrs)
- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.
- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.
- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.
- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.
- Collaborate with internal teams to coordinate complex financial transactions, such as estate - transfers and charitable giving.
- Participate in industry conferences and seminars to expand knowledge and network with potential clients.
