Senior Associate

• Client Servicing:

• Build and maintain strong relationships with clients in the mining and renewable energy sectors.
• Understand clients' financial goals, risk appetite, and investment preferences.
• Provide tailored financial advice and investment solutions to meet clients' objectives.
• Investment Analysis:

• Conduct thorough analysis of investment opportunities within the mining and renewable energy sectors.
• Evaluate financial statements, industry trends, and market data to identify potential investment risks and opportunities.
• Develop comprehensive investment proposals and recommendations based on analysis.
• Financial Planning:

• Assist clients in developing long-term financial plans aligned with their business objectives.
• Collaborate with internal teams to create customised financial strategies addressing clients' specific needs and circumstances.
• Continuously monitor and review clients' financial plans, adjusting as necessary to ensure alignment with changing goals and market conditions.
• Market Research:

• Stay abreast of industry developments, regulatory changes, and emerging trends within the mining and renewable energy sectors.
• Conduct market research to identify new investment opportunities and potential areas for growth.
• Provide insights and recommendations to clients based on market analysis and industry knowledge.
• Compliance and Risk Management:

• Ensure compliance with regulatory requirements and internal policies governing financial services and investment activities.
• Assess and mitigate investment risks through thorough due diligence and risk management practices.
• Maintain accurate records and documentation of client interactions, investment decisions, and compliance activities.

Edge Executive