Consultant in Investitii
Consultant in Investitii
Posted on :
20-11-2024
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1 Vacancy
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Job Description
Cutm un Consultant n Investiii cu minim 3 ani de experien n consultan care s ofere soluii personalizate i strategii de investiii clienilor notri. Candidatul ideal trebuie s fie bine informat despre pieele financiare s aib abiliti excelente de analiz i s fie capabil s creeze relaii solide cu clienii.
Tasks
- Minimum 3 ani de experien relevant n consultan n domeniul investiiilor sau ntrun rol similar.
- Cunotine solide despre pieele de capital instrumente financiare i strategii de investiii.
- Abilitatea de a analiza date financiare complexe i de a lua decizii informate.
- Excelente abiliti de comunicare i prezentare att n scris ct i verbal.
- Spirit de echip dar i capacitatea de a lucra independent.
- Studii superioare n Finane Economie sau domenii conexe.
- Certificri profesionale (de ex. CFA IFRS) constituie un avantaj.
Requirements
- Responsabiliti:Analiza portofoliilor de investiii i oferirea de recomandri strategice pentru optimizare.
- Monitorizarea tendinelor de pe piaa financiar i ajustarea strategiilor de investiii conform acestora.
- Dezvoltarea i meninerea relaiilor cu clienii nelegnd nevoile i obiectivele lor financiare.
- Pregtirea i prezentarea de rapoarte detaliate de investiii i performan.
- Colaborarea cu echipele interne pentru a asigura coerena serviciilor oferite clienilor.
Employment Type
Full Time
Key Skills
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