Investment Advisor

We at Global Profilers (a global recruitment firm) have a juicy opportunity for an investment Advisor for our client who owns a leading financial service company, engaged in the operation that provide services in Wealth Management, Funds Management, Investment Advisory and Financial Planning. If you are a passionate developing new business and you would like to give your contribution in creating a great company culture, this is the right position for you.

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