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The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to Citigold Wealth Management clients such as:
Investment products analysis and review To identify and understand clients' long term needs, construct, recommend and execute investments solutions To regularly conduct client investment portfolio reviews including re-balancing The successful incumbent will also be responsible for business development of investments through client seminars and other contact programs
The ideal candidate will meet the following requirements:
Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CAIA/CFP holder 5-8 years of relevant working experience