Knowledge

Maintaining up to date knowledge of the market and opportunities and challenges within these markets.

Advisory

Working with clients to establish their risk tolerance and financial goals.

Supervise

Determining the client’s portfolio of investments, monitor its performance and adjust as required to meet the client’s financial goals.

What skills do I need?

What should I do next?

Interested in financial markets and building your analytical skills? Kick-start your career in investment management, you can find out more about the local firms currently offering investment management services on our business directory.