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Job Description

  • Maintain strong relationships with clients, providing ongoing support and insights to foster trust and long-term partnerships.
  • Monitor and assess market trends, economic indicators, and competitor activities to inform strategic recommendations.
  • Prepare comprehensive reports and presentations that clearly communicate investment performance and strategy to clients and stakeholders.
  • Stay updated with regulatory changes and compliance requirements, ensuring all investment advice adheres to legal standards.
  • Collaborate with internal teams, including research and portfolio management, to deliver integrated investment solutions.

Posted By Artha realty