Job Description

• Providing accurate investment advice to clients.
• Accurately evaluating financial reports.
• Managing clients’ investment portfolios.
• Staying abreast with the latest financial news.
• Providing regular updates to clients regarding the status of their investment portfolios.
• Informing clients of new investment opportunities within the stock market.
• Sourcing new clients through networking and cold calling.
• Accordingly making changes in investment strategies based on market conditions.
• Preparing financial documents such as invoices, bills, and accounts payable and receivable
• Having working knowledge of  Accounting software and Microsoft excel and word.
• Sorting financial documents and posting them to the proper accounts
• Maintain and check petty cash & reconcile it.
• Processing business expenses
• Verifying balances in account books.

Job Specification

• Bachelor’s degree in finance, accounting, business or related field.
• Should have sound knowledge of how financial markets operate.
• Proficient in  mathematics.
• The ability to evaluate complex information.
• Strong analytical skills.
• Excellent negotiation skills.
• The ability to work under pressure.
• The ability to work long hours due to differing time zones.

Source: Kumarijob

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