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Financial Investment Manager - Australia @ A V Immigration

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 Financial Investment Manager - Australia

Job Description

Tasks:
interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
recommending and arranging insurance cover for clients
arranging to buy and sell stocks and bonds for clients
advising on investment strategies, sources of funds and the distribution of earnings.
Setting financial objectives, and developing and implementing strategies for achieving the financial objectives.
Managing funds raised from personal superannuation savings policies and unit trusts.
Assisting in meeting superannuation compliance requirements.
Directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns.
May refer clients to other organisations to obtain services outlined in financial plans.

Employement Category:

Employement Type: Full time
Functional Area: Finance & Accounts
Role Category: Finance Manager
Role/Responsibilies: Financial Investment Manager - Australia

Contact Details:

Company: A V Immigration
Location(s): Pune

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Keyskills:   Financial Investment Manager Stocks Bonds financial status financial plans investment strategies investment plan Budget Preparation Reporting

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A V Immigration

Apex visas-India s Fastest Visa Provider, is a Pune based company that has endeavored since its inception in 2010 to bring a one stop solution to your visa related queries, Our  services which include - Overseas Education assistance, Visitor Visa, Business Visa, FOREX, Ticketing, Tour Package...