Strategic Investment Advisor
2 days ago
We are seeking a highly skilled Strategic Investment Advisor to join our team at Lighthouse Canton PTE. LTD. The ideal candidate will have a minimum of 8-10 years of experience in asset management or private banking, with a strong understanding of investment-related products and their impact on client goals.
The salary for this role is estimated to be around $120,000 - $180,000 per year, depending on location and qualifications.
Key Responsibilities
This strategic advisor will provide investment advice to clients, utilizing market developments, research, and analysis to make informed decisions. Key responsibilities include:
- Advising clients on the latest market trends, investment products, and strategies.
- Maintaining financial models and staying up-to-date with market developments.
- Developing relationships with clients and expanding the client network through professional and social interactions.
- Avoiding conflicts of interest with client portfolios.
- Ensuring all clients receive equal treatment and resolving any potential conflicts transparently.
Required Skills and Qualifications
To excel in this role, the successful candidate must possess:
- At least a bachelor's degree in a finance-related field such as accounting or economics.
- Minimum 8-10 years of experience in asset management or private banking.
Domain Expertise
This position requires excellent investment expertise, including an understanding of the differences between various investment-related-products and their ability to support client goals. Additionally, the individual must have strong client service skills, ensuring they can understand a client's goals and make financial decisions that align with both long-term and short-term objectives.
Soft Skills
Effective communication, networking, and interpersonal skills are essential for this role. The ideal candidate should be able to influence effectively at different levels within the organization and demonstrate a high standard of work, accurate record keeping, and attention to detail. They should also be able to prioritize their workload, multitask, and drive forward positive solutions.
Tell Employers What Skills You Have
This opportunity offers the chance to develop your skills in wealth management, asset management, risk mitigation, business networking, and more. Apply today and take the first step towards a rewarding career with Lighthouse Canton PTE. LTD.
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