This document provides information on the qualifications and responsibilities for an investment role. The role involves educating and advising high net worth individuals (HNIs) on investment decisions, generating leads among HNIs, setting up appointments to make presentations, following up and closing deals. Other responsibilities include handling portfolios, setting guidelines, learning about financial markets, working under time pressure while maintaining accuracy, and increasing knowledge of markets through continuing education. Strong communication, interpersonal, entrepreneurial, and analytical skills are required along with passion for financial markets, excellent time management, and a target-oriented work style. Experience with derivatives and currency markets would be advantageous for the role.
2. Should have acceptionally excellent communication and interpersonal
skills
Should have entrepreneurial spirit
Should be able to work under their own with minimum support
Should be willing to put in effort
Should be comfortable with target oriented job
Knowledge of derivative market and currency market would be an added
advantage.
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