Financial Investment Manager Jobs in Other International at A V Immigration And Careers Consultancy Private Limited

Last Updated: Aug 15, 2021 05:10 IST

JOB DETAILS

Company Name
A V Immigration And Careers Consultancy Private Limited
Job title
Financial Investment Manager
Education
Experience
3-8 Years
Salary
Not Mentioned

Job Profile

Tasks

interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
recommending and arranging insurance cover for clients
arranging to buy and sell stocks and bonds for clients
advising on investment strategies, sources of funds and the distribution of earnings
setting financial objectives, and developing and implementing strategies for achieving the financial objectives
managing funds raised from personal superannuation savings policies and unit trusts
assisting in meeting superannuation compliance requirements
directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
may refer clients to other organizations to obtain services outlined in financial plans

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OTHER DETAILS

Key skills
Stocks, Bonds, investment strategies, Budget Preparation, Reporting
Industry
Other
Summary
Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing may be required.
Last Date
2021-11-17

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