Investment Advisor (Mutual Funds)

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 company's 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 cross-selling 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
  
• 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:

• Bachelors or Master's 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