Investment Advisor
Core
Drive client acquisition and portfolio success by crafting targeted sales approaches and delivering expert advisory to affluent, HNW, and corporate clients.
Role type
Senior IC investment advisor
Builds
Wealth planning advisory services and investment commentary for HNW and corporate clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Client acquisition, Wealth planning, Investment analysis, Regulatory compliance, Sales strategy, Market dynamics analysis
Preferred skills
HNW client engagement, Webinar and seminar hosting
Technologies
ETFs, Funds
Responsibilities
Develop sales strategies to acquire HNW clients, Lead client outreach initiatives and host webinars and seminars, Analyse market dynamics and produce insightful investment commentary, Stay up to date with investment regulations and wealth products
Seniority
Senior, hands-on IC
