Investment Advisor
Investment Advisor
Posted on :
30-11-2024
Employer Active
1 Vacancy
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Job Description
About the job
Senior Investment advisors choose manage and recommend investments for their clients. Investment advisors are regulated by either the state or the SEC depending on how much money they manage versus other financial advisors who may not be regulated. Investment advisors may also offer services like retirement planning.
Responsibilities:
- Collaborate in acquiring and leading client relationships providing advice on a broad range of companys investment portfolios/ products and services tailored to the sophisticated needs of affluent/ HNW clients.
- Advise on leading investment product portfolios tailored solutions and services supported by a holistic advisory approach for our clients.
- Deliver superior service to our clients and seek opportunities to deliver crossselling future investment opportunities.
- Be knowledgeable and product expertise in developing solutions for clients in the creation management and transfer of their wealth you will work towards specific individual team as well as revenue targets.
Skills and experiences:
- Outstanding personal and professional relationship within the affluent segment
- Excellent client and service orientation as well as outstanding communication skills
- Strong financial product knowledge and technical competence in the understanding development and delivery of holistic wealth planning solutions
- Excellent presentation and interpersonal skills
- Problemsolving attitude
- Proven track record in client acquisition and management of wealth for clients is essential
- Drive and motivation to work in a target oriented and highperformance culture
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet companys policies and obligations
Preferred Qualifications:
- Bachelors or Masters degree in Finance Accounting Economics or related field
- License: IC Complex 2 License is required
- At least 3 years of experience in wealth management/banking (Mutual Funds)
- Proficiency in English is preferable
Employment Type
Full Time
Key Skills
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