- The Investment Consultant is required to coach and support Financial Concultants to provide investment advisory services to Citigold wealth management clients such as the following:
- Investment products analysis and review
- To identify and understand clients' long term needs and construct, recommend, and execute investments solutions
- To regularly conduct client investment portfolio review including rebalancing
- The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs.
Yes, 25 % of the Time