Portfolio Advisor

Sampanna Capital & Advisory Nepal Ltd

Kathmandu

Key Skills: Behavioral Business Intelligence Presentation Administrative Logical Thinking

This job is expired 4 years, 10 months ago

Portfolio Advisor

Basic Job Information

Job Category	:	Banking / Insurance /Financial Services
Job Level	:	Mid Level
No. of Vacancy/s	:	[ 4 ]
Employment Type	:	Full Time
Job Location	:	Kathmandu
Offered Salary	:	NRs. 15,000.00 Monthly
Apply Before(Deadline)	:	Jun. 08, 2019 13:55 (4 years, 10 months ago)

Job Specification

Education Level	:	Under Graduate (Bachelor)
Experience Required	:	Not Required
Professional Skill Required	:	Behavioral Business Intelligence Presentation Administrative Logical Thinking

Other Specification

Investment expertise – investment consultants advise clients on a variety of investment products, so they should have an excellent grasp of the differences between these products and how they can support client goals
Client service – in this role, investment consultants work closely with clients, so they should be able to understand a client’s goals and make financial decisions that support both long- and short-term investment objectives
Familiarity with financial regulations – investment consultants should possess a high level of knowledge regarding financial laws and procedures in order to protect client investments and ensure that they are making proper decisions
Networking – because investment consultants work with financial professionals and with clients, they should have some experience with building relationships and networking to stay informed of industry trends
Documentation – investment consultants regularly prepare financial documents, including disclosures and reports, so they should have some experience with drafting and editing these documents
Communication skills – effective written and verbal communication is vital in this role, since investment consultants communicate with clients and other financial services professionals

Job Description

Cultivate and maintain relationships with corporate groups and executives in target industries.
Identify appropriate opportunities which support SCAN's strategic priorities.
Organize and facilitate the business meetings for individuals, corporates and startups
Keep the up to date track record of the investment opportunities.
Markets services by asking for referrals from current clients; meeting prospects at community functions; responding to inquiries; developing promotions; presenting financial planning seminars.
Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance.
Develops financial strategies by guiding client to establish financial goals; matching goals to situation with appropriate financial plans.
Obtains clients' commitment by explaining proposed financial plans and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions.
Monitors clients' financial situation by tracking changes in wealth and life circumstances; analyzing financial plan results; identifying and evaluating new financial strategies; recommending changes in goals and plans.
Provides financial management information by preparing financial status analyses and reports.
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products; participating in educational opportunities; reading professional and technical publications; maintaining personal networks; participating in professional organizations.
Accomplishes organization goals by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Represent SCAN at various corporate venture capital, investment, and innovation conferences and topical industry events.
Perform any other duties as may be determined from time to time by the seniors.