Investment Advisor

Role Overview: The Investment Advisor is responsible for maintaining direct

The role plays a key part in supporting the organisation’s commitment to delivering tailored, efficient investment services.

• Experience in private banking or investment advisory
• Strong understanding of client risk profiling and portfolio management
• Knowledge of investment products and due diligence processes
• Excellent client relationship and communication skills
• Ability to conduct thorough portfolio reviews and asset allocation advisory Key Responsibilities:
• Manage direct relationships with tagged clients, providing timely and suitable investment advice
• Conduct regular (at least annual) portfolio reviews to ensure alignment with clients’ objectives and risk profiles
• Offer asset allocation advice in accordance with the CIO view
• Ensure investment products recommended are on the approved lists, following due diligence
• Keep relationship managers informed of portfolio changes
• Coordinate with RMs, team heads, and market heads to achieve business targets and resource allocation
• Handle efficient and timely order execution
• Ensure adherence to clients’ risk profiles and investment knowledge considerations Requirements:
• Right to work in the required location
• Experience in private banking or a similar environment
• Proven track record in investment advisory or portfolio management
• On-site availability
• No specific qualifications mentioned Nice to Have:
• No optional skills provided If you are interested in this opportunity to contribute to a client-centric team within a reputable financial organisation, please apply now.