Key Responsibilities:
Implement investment strategy changes as instructed by the financial planner
Execute chosen investment plans and ensure accurate processing
Build strong client relationships and attend client meetings when required
Schedule and coordinate future planning sessions with clients
Review and analyze investment portfolios, asset allocations, and risk profiles
Education & Experience Requirements: […]
Previous experience in financial planning or with local/offshore investments is advantageous
Key Skills:
Solid understanding of the financial planning process
Ability to work within...