Investment Consultant – Customized Strategies

About the role

The Investment Consultant will design and deliver tailored investment strategies that match clients' financial goals and risk tolerance. Working closely with sales teams, you will provide expert guidance on portfolio construction, market research, and product selection.

Key responsibilities

• Develop and implement customized investment strategies aligned with client objectives and risk profiles.
• Analyze financial data, market trends, and economic forecasts to recommend appropriate asset allocation and diversification.
• Continuously monitor and adjust portfolios to optimise returns while managing risk.
• Partner with sales teams to support client acquisition, create sales materials, and participate in client meetings.
• 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 on investment products and prepare detailed reports and proposals.

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.

Required skills

• Strong knowledge of a wide range of investment products (equities, bonds, mutual funds, ETFs, structured products).
• Ability to analyse financial data, market trends and economic indicators.
• Understanding of compliance regulations and risk‑management practices.