PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring to achieve those goals. • Investment Management: Recommend suitable investment strategies and products financial objectives. Monitoring and managing investment portfolios to optimize performance and align Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring to achieve those goals. • Investment Management: Recommend suitable investment strategies and products financial objectives. Monitoring and managing investment portfolios to optimize performance and align Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities
the following: Advising and guiding in money investment Dealing with exchange rates, imports / exports
predetermined margins are tracked and adhered to. Investment Analysis •DCF Models: Perform various Discounted Cash Flow (DCF) models for investment decisions. •Perform a Post investment review. Fixed Asset Management
efforts. Return on Investment (ROI): Ratio of net profit to the cost of marketing investments. Strategic Thinking:
efforts. Return on Investment (ROI): Ratio of net profit to the cost of marketing investments. Strategic Thinking:
PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund
margins are tracked and adhered to.Investment Analysis:
Hit Targets: Meet and exceed sales goals. Grow: Invest in your continuous self-development. Skills: Great