Investment Advisor

We at Global Profilers (a global recruitment firm) have a juicy opportunity for an investment Advisor for our client who owns a leading financial service company, engaged in the operation that provide services in Wealth Management, Funds Management, Investment Advisory and Financial Planning. If you are a passionate developing new business and you would like to give your contribution in creating a great company culture, this is the right position for you.

The candidate must possess the following

• Critically evaluate investment options, and educate clients regarding the best investment decisions to make.
• The recommendations made should take into account the risk tolerance
• Liquidity requirements, income level, and long-term goals of client
• Develop personally tailored investment solutions for clients
• Follow through on the investment actions approved by clients
• Maintain proper documentation of investment actions taken on behalf of clients
• Maintain an up-to-date knowledge of investment products

Requirements

• High interpersonal skills, with an entrepreneurial attitude towards expanding the client base
• Proficiency in Microsoft offices and other accounting tools
• An investment advisor with a financial service firm with 4 to 5 years’ experience
• Must also have sound judgment in adopting the investment positions agreed to by clients.
• The ideal candidate should have prior experience as a stockbroker or financial planner

Skills

• Proven Work experience as an Investment Advisor or a similar role

• Knowledge of office management systems and procedures

• MS Office and English proficiency

• Outstanding organisational and time management skills

• Up-to-date with latest office gadgets and applications

• Ability to multitask and prioritize daily workload

• Ability to analyse problems and make sound operational decision

• A strong personal commitment to the values of the organisation

• Skilled at prioritizing and organizing work of self and others

• Excellent verbal and written communications skills

• Discretion and confidentiality