Investment Planning Executive
3 days ago
As an Investment Planning Executive with Oasis, you will play a key role in managing and growing a portfolio of clients, providing financial planning advice, and generating leads.
The ideal candidate will have a Bachelor's degree in Finance or a related field, be FAIS qualified, and have excellent knowledge of financial planning principles and investment strategies.
Responsibilities include managing and growing a portfolio of clients, conducting investment needs analysis, preparing and presenting recommendations or solutions to clients, and obtaining necessary documentation.
Core Responsibilities- Manage and grow a portfolio of clients
- Conduct investment needs analysis
- Prepare and present recommendations or solutions to clients
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