Jadarat Card (Investment Advisory)
Jadarat Description
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 Type
Technical Competency
jadarat Code
T34
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.