Investment Advisor

Responsibilities:

• Conduct comprehensive financial assessments to understand client objectives and risk profiles
• Develop and implement personalized investment strategies that reflect market conditions and client needs
• Monitor and manage client portfolios, making adjustments as necessary to optimize performance
• Provide ongoing education and insights to clients regarding investment opportunities and market trends
• Maintain up-to-date knowledge of financial instruments, market developments, and regulatory changes
• Build and nurture strong relationships with clients through regular communication and exceptional service

Requirements:

• Bachelor's degree in Finance, Economics, Business, or any  related field
• 4+ years of experience in investment advisory or financial planning
• Proven track record of managing client portfolios and delivering strong investment performance
• The investment advisor must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base.
• The individual must 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, with a certified financial planner certification.
• Ability to articulate complex financial concepts clearly to clients.
• Professional certifications such as CFA, CFP, or equivalent( preferred)
• Experience using portfolio management software and investment analysis tools, trading systems, allocation strategies and risk assessment methodologies.
• Strong analytical skills with a deep understanding of financial markets and investment products
• Familiarity with estate planning, tax strategies, and risk management concepts.