Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning.

• Analyze financial products to assess their risk-return profiles.
• Conduct fundamental and quantitative research on various financial assets.
• Monitor global market trends and summarize their impact on client portfolios.
• Perform competitor analysis and benchmarking of different investment products.

• Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.
• Assist in preparing financial portfolio summaries that consolidate a clientu2019s existing portfolio, coverage gaps, and investment performance.
• Draft investment proposals tail...