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Financial Research Analyst
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Financial Analyst
JS INVEST • Full-time
Nov 2024 - Present • 1 yr 6 mos
Delivered personalized financial advice to high-net-worth clients, resulting in a 33 % increase in client satisfaction and portfolio growth. Successfully managed and rebalanced client portfolios, achieving an average annual return of 30% over last years. Stayed ahead of market trends and regulatory changes, providing clients with timely and informed investment recommendations.