Investment Consultant

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, the consultant will provide expertise on a wide range of investment products and support client acquisition efforts.

Key responsibilities

• Develop customized investment strategies based on financial data, market trends, and economic forecasts.
• Partner with sales teams to create sales materials, present investment solutions, and assist in client meetings.
• Maintain up‑to‑date knowledge of equities, bonds, mutual funds, ETFs, and structured products.
• Ensure all advice complies with regulatory requirements and internal policies, conducting due diligence on products.
• Conduct market research and analysis to produce detailed reports and investment proposals.

Required profile

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

Required skills

What we offer

• Opportunity to work with a dynamic sales team on high‑value client engagements.
• Access to comprehensive market research resources.
• Professional development in investment strategy and risk management.