Investment Advisory Services
(บริการให้คำปรึกษาด้านการลงทุน)
Definition
Investment Advisory Services (บริการให้คำปรึกษาด้านการลงทุน) Hard Skill
The professional service of providing clients with advice on investment opportunities, portfolio management, and financial planning to help achieve their financial goals.
Expertise Level
Level 1
Basic
1. Understands basic investment products and concepts.
2. Can provide general information on common investment options.
3. Assists clients with simple investment inquiries.
Level 2
Intermediate
1. Analyzes client financial situations to recommend suitable investment strategies.
2. Manages diversified portfolios based on client goals and risk profiles.
3. Stays updated with market trends and regulatory requirements.
Level 3
Advanced
1. Develops comprehensive investment plans integrating complex financial instruments.
2. Provides strategic advice to optimize portfolio performance and tax efficiency.
3. Navigates regulatory frameworks to ensure compliance and mitigate risks.
