
Dynamic Investment Consultant
1 week ago
Job Opportunity:
As a dynamic and results-driven Investment Consultant, you will be responsible for providing tailored investment solutions to help clients grow and protect their wealth.
- Analyze client portfolios and understand their financial goals and risk appetite
- Recommend suitable products and strategies in line with market trends and regulatory guidelines
Key Responsibilities:
- Build and manage a portfolio of clients, both individual and corporate
- Assess clients' financial needs, goals, and risk tolerance through consultations and fact-finding
- Develop and recommend customised investment strategies and product solutions
- Monitor clients' portfolios and provide regular updates and rebalancing advice
- Stay updated on market movements, economic trends, and new investment products
Requirements:
- Diploma or Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline
- Some experience in investment advisory, wealth management, or private banking
- Solid knowledge of investment products and financial markets
- Strong interpersonal and communication skills
Career Benefits:
- All training provided
- Competitive base salary plus commission or performance-based incentives
- Access to comprehensive training and professional development programmes
- Opportunities to progress into senior consultant, portfolio manager, or relationship manager roles
Wealth Management Skills:
- Investment Advisory
- Investment Strategies
- Due Diligence
- Tolerance
- Investments
- Financial Modelling
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