- Analyse financial markets, securities and investment products to assess short- and long-term performance, risks and suitability for clients.
- Review clients’ financial circumstances, investment objectives, risk profiles and existing commitments to support appropriate investment recommendations.
- Research and compare investment solutions, including funds, securities, pension products and other financial instruments, and provide analysis on their relative merits.
- Monitor economic, market and regulatory developments and assess their potential impact on client portfolios and investment strategies.
- Prepare investment analysis, portfolio reports and recommendations for senior colleagues and clients, while maintaining up-to-date knowledge of financial products, legislation and regulatory requirements.
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