Финансовый аналитик

Determine opportunities to develop client relationship
Introduce various offshore financial products and educate clients on products
Create and manage portfolio of securities based on clients risk tolerance
Prepare financial plan

Determine opportunities to develop client relationship
Proactive client sales call
Generate revenue building ideas through utilizing an in-depth knowledge of products to gain maximum value for existing clients
Create and manage portfolio of securities based on clients risk tolerance.
Regularly monitor portfolios to ensure it meets the clients expectations and incorporate changes in securities as appropriate
Research and recommend investment strategy based on economic and capital market conditions
Introduce various financial products and educate clients on products
Prepare marketing plan and sales presentation.
Research and evaluate investment opportunities through Bloomberg, Thompson One Research and other sources

Marketed new products (bonds, income trust, flow-through shares, and private placement) to existing clients or prospects
Formulated spreadsheets using Excel which allowed to track public trading companies and cross-referencing that data with list of clients holdings
Regularly informed clients of maturing investment products ( T-bill, bonds) and tender offers
Followed up on client trades and/or transfers-in to ensure proper settlement and delivery, informing appropriate department to take action
Contacted clients whose accounts are under margin

Supported 2 advisors in their competitive analysis through the use of Bell-charts, Morningstar, Bloomberg services
Developed spreadsheets using Excel which allowed to track public trading companies and cross-referencing that data with list of clients holdings
Assisted in writing and processing clients letters and proposals
Updated client portfolio standing, particularly with regards to mutual fund holdings