·         Providing accurate investment advice to clients.

·         Accurately evaluating financial reports.

·         Managing clients’ investment portfolios.

·         Staying abreast with the latest financial news.

·         Providing regular updates to clients regarding the status of their investment portfolios.

·         Informing clients of new investment opportunities within the stock market.

·         Sourcing new clients through networking and cold calling.

·         Accordingly making changes in investment strategies based on market conditions.

·         Excellent communication skills.

·         Build relationship with customers.