Job Description

Stock Market Analysis & Research

·       Conduct market research and analyze stock market trends, company performance, and financial data.

·       Prepare investment recommendations and strategies for clients or management.

·       Monitor global and local stock market movements, news, and economic indicators.

 

Portfolio Management

·       Advise on portfolio diversification, risk management, and asset allocation.

·       Provide ongoing portfolio performance reports and suggest rebalancing strategies.

·       Ensure investment plans align with client or company financial goals.

Financial Advisory

·       Offer expert guidance on buying, selling, and holding stocks and shares.

·       Develop financial plans based on short-term and long-term investment objectives.

·       Educate clients on stock market basics, risks, and opportunities.

 

Compliance & Reporting

·       Ensure all transactions comply with relevant laws, regulations, and company policies.

·       Maintain accurate investment records and prepare detailed reports for management.

·       Stay updated on legal changes affecting stock investments and advise accordingly.

 

Client Engagement & Support

·       Build and maintain strong relationships with clients and investors.

·       Address client inquiries and provide timely solutions.

·       Conduct presentations and workshops related to stock market investments.