Competency Details ( Investment Advisory )

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Competencies

Jadarat Dictionary

Investment Advisory

Efficiency Technical Competency

Builds on own knowledge of the investment products, services and options and the related risks, as well as on own financial analysis skills and existing positive client relationships. Act as a trusted advisor to stakeholders and partners in providing them with solid investment advice and recommendations, in order for them to make well-informed investment decisions according to their overall financial goals.

Jadarat Code: T34

Level 1

Demonstrates a basic understanding of the investment products and instruments through the identification of key products and services as required by clients. Shows basic awareness of the financial and investment analysis approaches and methodologies, and is able to initiate the analysis process in support of the investment decisions.

Level 2

Demonstrate specialised understanding of the investment business and the related products and instruments, and develops deep understanding of matching the investment products and services with the different market segments. Identifies and initiates the steps to be followed in analysing the client's investment needs.

Level 3

Deeply understands the context of financial and investment analysis and all related aspects and approaches, and explores available options with the client to help choose the service level of the investment services. Analyses the client's investment needs to be able to recommend suitable products to meet their financial goals.

Level 4

Uses full knowledge of the investment industry and the available products and services, to review the product recommendation and advise clients on matching these products and services to their investment needs. Provides expertise in setting up the type and nature of investment information to be provided to the client.

Level 5

Applies Subject Matter Expertise to evaluate the feasibility of investment decisions made by the organization and its clients. Ensures that solid and expert investment advice is always provided to clients with the expertise to assess the impact of market forces on the investment strategy and decisions, to make suitable investment recommendations.