Investment Advisory

Responsibilities of the advisor include:

• Deliver expert investment advice to prospective clients and drive capital-raising.
• Proactively manage existing and new leads, ensuring consistent communication and pipeline development.
• Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement.
• Strategically build and maintain existing investor relationships, focusing on long-term success and satisfaction.
• Monitor market trends and investment opportunities to provide clients with timely and relevant insights.
• Ensure compliance with all regulatory and organizational standards in managing client portfolios.
• Conduct regular portfolio reviews to ensure clients' investment strategies align with their financial goals.

Key Skills:

• Commitment to Customer Success: Actively understanding and addressing client needs while building long-term relationships through trust and ongoing support.
• Excellent Interpersonal, and Communication Skills: Effectively communicating complex information to clients and internal teams.
• Ability to Gather and Use Data: Skilled in collecting and analyzing data to enable decisions, identify opportunities, and mitigate risks.
• Ability to Work in a Fast-Paced Environment: Efficiently managing multiple tasks, prioritizing effectively, and staying composed under pressure to meet deadlines.

Experience:

• 3+ years in a fast-paced environment, ideally in Sales or Private Wealth Management.
• NISM XA/XB Certification with a solid foundation in investment and financial planning concepts.
• Proven expertise in building relationships and driving growth.

Remuneration: Competitive and aligned with company standards, offering comprehensive benefits to support employee well-being and career growth.