FINANCIAL INVESTMENT ADVISOR
WORK GLOBAL CAREERS LIMITED
Trades & Services
Job Summary
We are hiring a Financial Investment Advisor to guide clients in making informed decisions on treasury bonds, stocks, and shares. The ideal candidate will analyze market trends, develop tailored investment strategies, and build strong client portfolios with a focus on risk and return.
- Minimum Qualification : Diploma
- Experience Level : Entry level
- Experience Length : 1 year
Job Description/Requirements
Key Responsibilities
• Advise clients on investment opportunities in treasury bonds, stocks, and shares
• Analyze market trends and provide timely financial insights
• Develop tailored investment strategies based on client profiles
• Maintain up-to-date knowledge of financial products and regulations
• Build and manage client portfolios with a focus on performance
• Prepare financial reports and investment proposals
• Promote financial literacy and awareness among clients
✅ Requirements
• Degree or Diploma in Finance, Economics, Business, or related field
• Minimum 1 year of experience in financial advisory, investment, or capital markets
• Strong knowledge of treasury bonds, stock markets, and investment instruments
• Excellent analytical and communication skills
• Proficiency in MS Excel and financial modeling tools
• Ability to work independently and meet performance targets
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