Investment Opportunity
We are seeking a seasoned financial professional to provide expert advice on investment products and manage client portfolios.
Key Responsibilities
* Deliver high-quality investment advice on a range of products.
* Conduct comprehensive assessments of clients' financial objectives and risk tolerance.
* Prepare and present tailored investment proposals to meet individual client needs.
* Maintain long-term relationships with clients through regular portfolio reviews and updates.
* Stay up-to-date with market trends and regulatory changes to ensure best-practice advice.
Requirements
* Bachelor's degree or higher in Finance, Economics, Insurance, or a related field.
* Minimum 3 years' experience advising clients on multi-asset portfolios.
* Strong understanding of international financial markets and portfolio management principles.
* Proven ability to build and maintain strong client relationships and adhere to high ethical standards.
* Excellent communication and interpersonal skills.
What We Offer
* Competitive salary and performance-based incentives.
* Access to a broad range of global financial products and platforms.
* Supportive compliance and back-office team.
* Flexible working environment.
* Career development opportunities within a rapidly expanding global financial organization.