Field Specialist - Capital Market, Investment & Wealth Management

• Build and maintain strong, long-term relationships with clients (both individual and institutional), assess their financial needs and risk tolerance, and serve as the primary point of contact for inquiries and updates.
• Monitor and manage client portfolios, track performance against benchmarks, and make necessary adjustments (buying/selling securities) to optimize returns while managing risk.
• Conduct thorough research and analysis of financial data and market dynamics to inform investment decisions and identify emerging trends and opportunities.
• Prepare detailed investment reports, proposals, and presentations to clearly articulate complex financial concepts, strategies, and performance results to clients and internal stakeholders.
• Work closely with financial advisors, portfolio managers, legal, and compliance teams to ensure comprehensive service delivery and alignment with client objectives.
• Participate in business development efforts, which may include identifying new market opportunities, creating thought leadership materials, and acquiring new clients.
• Mentor junior analysts and team members, fostering a collaborative environment and enhancing the team's analytical capabilities.

Requirements:

• Minimum OND
• 0-1 years of previous work experience in similar role