Investment Advisor

Job Description

<p>The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide financial planning support to clients</li><li>Support investment professionals to cultivate client relationships</li><li>Prepare financial plans and check their accuracy</li><li>Generation of portfolio strategies as per company strategic Asset Allocation and investment ideas tailored to client’s risk profile and objectives, global market trends, and company in-house investment views and outlook.</li><li>Client Advisory Portfolio management and all portfolio related services.</li><li>Providing investment advisory-related services to the company prospects and clients.</li><li>Directly handling existing client relationships with regards to all investments, strategies, and portfolio management related services including client portfolio construction, management, monitoring and rebalancing and other portfolio related services.</li><li>Actively promoting investment opportunities across the full spectrum of asset classes in line with the company investment outlook and strategy and client’s risk profile.</li><li>Contributing and committing to the advisory business financial budget, and investment sales and revenue targets.</li></ul><p><br></p><p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Finance or related field</li><li>5+ years’ of industry experience</li><li>Strong understanding of the investment business</li><li>Excellent interpersonal skills</li></ul>