Investment Advisor

TechBiz Global is a leading IT recruitment company. We provide IT recruitment, outstaffing, outsourcing, software development, and different consulting services with a primary focus on making our partners achieve their business goals successfully.

At TechBiz Global, we celebrate diversity and are promoting an inclusive environment. Our clients and partners are located around the world.

**Responsibilities**:

- Develop and maintain relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Conduct thorough financial assessments and analyses to identify clients' investment needs and objectives.
- Provide personalized investment recommendations and guidance, taking into account clients' financial circumstances and objectives.
- Educate clients on investment strategies, market trends, and portfolio management techniques to help them make informed decisions.
- Assist clients in developing long-term financial plans, including retirement planning, estate planning, and tax optimization strategies.
- Monitor and review client portfolios regularly, making adjustments as needed to ensure alignment with their investment objectives and risk tolerance.
- Stay informed about regulatory changes and industry developments that may impact clients' investment strategies.
- Collaborate with other team members to leverage expertise and resources in delivering comprehensive financial solutions to clients.
- Maintain accurate records of client interactions and portfolio activity, ensuring compliance with regulatory requirements and firm policies.
- Minimum of 1 year of experience in financial advising or related field, preferably in an advisory or wealth management firm.
- Strong understanding of investment principles, financial markets, and portfolio management techniques.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven ability to analyze complex financial information and develop tailored investment solutions.
- Detail-oriented with strong organizational skills and the ability to manage multiple clients and priorities simultaneously.
- Ability to work independently and collaboratively in a team environment.
- Proficiency in financial planning software, Microsoft Excel, and other relevant tools.