Key Responsibilities
Conduct research on financial markets, investment products, and economic trends
Assist in analysing equities, funds, bonds, insurance, and other financial products
Prepare financial analysis, presentations, and investment-related reports
Support senior consultants in developing financial and investment strategies
Understand clients' financial goals, needs, and risk profiles
Assist with portfolio reviews and financial planning discussions
Monitor market developments and communicate relevant insights
Participate in client meetings, seminars, networking events, and investment briefings
Maintain accurate client and investment records
Continuously develop knowledge of financial markets and investment products