Investment Consultant – Customized Portfolio Strategies

About the role

The Investment Consultant will design and implement tailored investment strategies that align with clients’ financial goals and risk tolerance. Working closely with sales teams, you will provide expert guidance on asset allocation, portfolio diversification, and product selection to help clients achieve optimal returns.

Key responsibilities

• Develop customized investment strategies based on client objectives, financial data, market trends, and economic forecasts.
• Analyze and monitor portfolios, adjusting allocations to maximize performance while managing risk.
• Support sales teams by creating presentation materials, participating in client meetings, and offering product expertise to close deals.
• Maintain up‑to‑date knowledge of equities, bonds, mutual funds, ETFs, and structured products.
• Ensure all advice complies with regulatory requirements, internal policies, and ethical standards.
• Conduct due diligence and market research to inform investment recommendations.
• Prepare detailed investment proposals and reports for clients and internal stakeholders.

Required profile

• Bachelor’s degree in Finance, Economics, Business or a related field.
• 3–5 years of experience in investment advisory, wealth management, or private banking.
• Strong understanding of financial products, markets and investment strategies.
• Excellent analytical abilities and attention to detail.

Required skills