Senior Investment Advisor

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Senior Investment Advisor

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Senior Investment Advisor is responsible for canvasing and attracting clients, offering them investment advice and maximizing wealth creation for the clients.

Operations 

Advice investors on investment opportunities and options. § Introduce new clients and investors and expand portfolio. § Engage in trading. § Document, communicate and report transaction.

Financial 

Generate revenue to meet and exceed budget. § Ensure recoveries on time. § Manage expenses within approved budget.

Customer 

Provide best investment opportunities. § Keep up to date on market dynamics. § Build trust through transparent and fair dealings.

Training & Development 

 Continuous professional development on equity markets. § Keep abreast of regulatory requirements governing equity markets.

Secondary responsibilities

 Provide other functions with support beyond the scope of responsibilities in order to achieve common organizational goals. § Undertake any other tasks assigned by the line manager.