Investment Advisor / Senior Investment Advisor

Objectives of this role / About the job

• Achieve and exceed revenue targets and assets under advisement (AUA).
• Grow recurring income through fee-based advisory relationships.
• Continuously improve expertise through professional development and certifications.
• Leverage financial tools and technology to improve efficiency and client experience.

Responsibilities:

• Actively study the mutual fund universe available to the client to identify and recommend optimal solutions that support client goals and portfolio outcomes.
• Deliver suitable investment solutions aligned with client risk profiles, time horizons, and regulatory guidelines.
• Monitor portfolio performance and recommend rebalancing to manage volatility and protect capital.
• Translate complex investment concepts into clear, practical guidance for clients.
  

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
• Problem-solving 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 high-performance culture
• Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations 

Preferred Qualifications:

• Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
• License: IC Complex 2 License is required
• At least 7 years of experience in wealth management is a must
• Proficiency in English is preferable