Investment Advisor

Responsibilities

• Investment Advisory & Subject Matter Expertise : Serve as the internal subject matter expert on investment-related topics, including wealth management, asset management, capital markets, portfolio strategies, and investor behaviour, providing strategic guidance to internal stakeholders and clients.
• Content Review & Marketing Advisory : Review campaign concepts, presentations, marketing collateral, and content to ensure investment-related information is accurate, audience-appropriate, and aligned with applicable regulatory and compliance considerations.
• Financial Marketing Strategy : Partner with strategy, creative, content, media, and account teams to develop marketing initiatives that support brand positioning, investor education, thought leadership, lead generation, and business growth for financial services clients.
• Market Research & Industry Insights : Monitor financial markets, investment trends, competitor activity, and regulatory developments, translating insights into actionable recommendations that strengthen marketing effectiveness and client outcomes.
• Client Engagement & Cross-Functional Collaboration : Participate in client meetings, workshops, and business development initiatives as a trusted investment advisor, helping communicate complex financial concepts clearly while identifying areas that may require legal or compliance review.

Requirements

• Communication & Advisory Skills : Excellent written and verbal communication skills with the ability to simplify complex financial concepts for a broad range of audiences. Comfortable collaborating with multidisciplinary teams and presenting recommendations to clients and senior stakeholders.
• Collaboration & Problem Solving : Strong stakeholder management, consulting, and relationship-building skills with the ability to thrive in a fast-paced, collaborative environment while balancing commercial objectives with regulatory considerations.

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Company Intel

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