Investment Advisor

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

Additional Information

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