Investment Advisor
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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
- 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
Benefits
Additional Information
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
Your Match
How well this role fits your profile.
Company Intel
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