Mutual Fund Representative Job Description
As a Mutual Fund Representative, you will work closely with clients to understand their financial needs and recommend suitable mutual fund investment options. You will also monitor the performance of client portfolios and provide ongoing support and guidance.
Responsibilities
- Provide financial advice to clients on mutual fund investments
- Sell mutual funds to clients based on their financial goals
- Monitor and manage client portfolios to ensure investment objectives are met
- Build and maintain relationships with clients to provide ongoing support and guidance
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Certified Financial Planner (CFP) certification is a plus
- Previous experience in financial services or sales preferred
- Strong knowledge of mutual funds and investment products
Skills
- Financial advisory
- Sales
- Portfolio management
- Customer relationship management