Field Specialist - Capital Market, Investment & Wealth Management
Platinum Edge Consulting
Consulting & Strategy
Job Summary
We seek a qualified candidate for the role of a Field Specialist in our company
- Minimum Qualification : Diploma
- Experience Level : Entry level
- Experience Length : No Experience/Less than 1 year
- Working Hours : Full Time
Job Description/Requirements
- 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
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