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    Investment Advisor - Dubai, United Arab Emirates - charterhouse

    charterhouse
    charterhouse Dubai, United Arab Emirates

    Found in: DrJobEN AE A2 - 2 days ago

    Charterhouse background
    Description
    • Working with clients to identify their unique investment goals.
    • Formulating investment strategies based on client goals.
    • Issuing client documents, including monthly or yearly portfolio reports.
    • Managing client documents for tax reporting.
    • Suggesting investment products based on client needs.
    • Analyzing various markets and conducting research.
    • Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
    • Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.

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