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1

investment consultant

  • Financial advisory services for high-income clients.
  • Worked with clients to identify their financial goals and to find ways of reaching those goals.
  • Provided special services related to investment banking for clients with  specialized needs.
  • Advised clients about financial/investment matters in person or via phone and email.
  • Made presentations on investment products to clients and comercial area.
2

investment consultant

  • Check work completed by loan officers, attorneys, or other professionals to ensure that it is performed correctly.
  • Gained knowledge of property investing, developments of an area, generating annual income/outgoing from a property, cost of buying a property and loan repayments.
  • Arrange for the financing of property purchases.
  • Monitor fulfilment of purchase contract terms to ensure that they are handled promptly.
  • Analysed and interpret rental property data using Airdna to colleagues and clients.
3

investment consultant

  • Assisted clients with brokerage account related issues and inquiries
  • Record of accurate securities trading
  • Excellent record of meeting employee performance metrics
  • Maintained branch operations throughout multiple managerial changes
  • Demonstrated adaptability to changes within the industry landscape and company culture
  • Proven record of uncovering and acquiring new assets
4

investment consultant

  • Build up new clients network
  • Positioning real estate investment plan for clients
  • Maintain knowledge of real estate law, local economies, fair housing laws, types of available mortgages, financing options, and government programs.Arrange loans and provide legal advice for customers
  • Providing professional investment advice
5

investment consultant

  • Opened and maintained private client brokerage accounts
  • Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan
  • Supported clients with trading platform application
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients’ individual needs, holding a monthly open presentation for current and perspective clients
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Selected investments based on quantitative analysis of stock performance, financial ratios and financial reports on a daily basis