Graduate - Financial Services
Core
Guide individuals towards securing their financial futures by offering tailored strategies for investment, retirement, and wealth management goals.
Role type
Graduate Financial Advisor
Builds
Client investment portfolios and wealth management strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, trade execution, strategy development, portfolio review preparation
Responsibilities
Serve as the first point of contact for clients, prepare portfolio reviews for client meetings, attend client meetings, execute investment trades, assist in developing client strategies, manage general correspondence and workflow
Seniority
Graduate, entry-level