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Investment Advisor
1 week ago
We are seeking a talented Investment Advisor to join our team at Oasis. The successful candidate will be responsible for developing and implementing investment strategies for individual and institutional clients.
Key Responsibilities- Conduct thorough research and analysis to identify investment opportunities and risks.
- Develop and implement customized investment strategies that align with client goals and objectives.
- Monitor and review investment portfolios on an ongoing basis to ensure alignment with client goals.
- Provide ongoing service and support to clients to ensure they remain satisfied with their investments.
- Bachelor's degree in Finance, Accounting, Business, or a related field.
- FAIS qualified.
- Strong knowledge of financial markets and investment products.
- Excellent communication and interpersonal skills to build strong relationships with clients.
