Investment Specialist at FIPS MultiLinks Limited

Responsibilities

• Design and manage investment portfolios tailored to individual client needs.
• Conduct thorough research and analysis of financial markets, economic trends, and investment opportunities.
• Create and foster strategic partnerships.
• Collaborate with clients to understand their risk tolerance, financial goals and investment preferences.
• Manage risk and financial performance of engagements including billing, collections, and project budgets.
• Identify and close new business opportunities, and build a strong network of potential and existing clients.
• Monitor portfolio performance, analyze results and prepare regular performance reports.
• Recommend updates to client portfolios in light of new market analysis or potential profits from changes.

Requirements

• Bachelor's Degree in Finance, Economics, Business or a relevant field.
• 7-10 years experience in the finance, real estate or insurance sector.
• Experience in investment banking is an advantage.
• Great research and networking skills.
• Excellent communication and presentation skills.
• Adherence to ethical standards to maintain trust and integrity.