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1

investment advisor

  • Established and maintained relationships with individuals and business customers to provide assistance with customer market concerns.
  • Developed information to assess current market trends and advised clients of current and future financial opportunities for successful investment strategies.
  • Conferred with customers to provide financial information about products, services, and execution of securities orders.
  • Researched, and selected alternative portfolio adjustments.  Analyzed and classified risks and investments to determine their potential impacts on client investment funds. 
  •  Networked within communities to find and attract new business. 
2

investment advisor

  • Built a loyal client base by working relentlessly to resolve problems and improve customer satisfaction 
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices 
  • Identified client financial goals and risk tolerance to recommend private equity products 
  • Improved decision-making by using current data on market conditions and individual financial situations 
  • Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions 
3

investment advisor

  • Contact customers to persuade them to purchase financial product with services.
  • Establish the client’s goals and needs and determine appropriate investment option based on risk tolerance and timeframe
  • Execute buy or sell orders for RBC and third-party mutual fund products
  • Open and maintain registered and non-registered investment accounts
4

investment advisor (management trainee)

  • Performing cold calling 
  • Meeting client at remote locations for business discussions.
  • Staying updated with the new projects in the market. 
  • Maintaining the parameters.