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Investment Advisory - NCR | Scrabble & Jigsaw

Posted on September 3, 2025

Job Description

<p>&ensp;&ensp;&ensp;&ensp;&ensp;&ensp;&bull;&ensp;&ensp;&ensp;&ensp;&ensp;Client Acquisition: Proactively identify and acquire new high-net-worth clients, corporate treasury through networking, referrals, and strategic partnerships.</p> <p>&ensp;&ensp;&ensp;&ensp;&ensp;&ensp;&bull;&ensp;&ensp;&ensp;&ensp;&ensp;Investments Advisory and Portfolio Managment: Provide expert advice on investments, and other financial services tailored to the client&rsquo;s needs.</p> <p>&ensp;&ensp;&ensp;&ensp;&ensp;&ensp;&bull;&ensp;&ensp;&ensp;&ensp;&ensp;Compliance: Ensure adherence to financial regulations, internal policies, and risk management standards in all client interactions.</p> <p>&ensp;&ensp;&ensp;&ensp;&ensp;&ensp;&bull;&ensp;&ensp;&ensp;&ensp;&ensp;Market Knowledge: Stay informed of global financial markets, investment trends, and economic changes that could affect client portfolios.</p>
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