Wealth Management Investment Consultant

About the role

The Investment Consultant will design and implement customized investment strategies that align with clients' financial goals and risk tolerance. Working closely with sales teams, you will provide expertise on a wide range of investment products and support client acquisition and portfolio management.

Key responsibilities

• Create and adjust investment strategies based on financial data, market trends, and economic forecasts.
• Partner with sales teams to develop materials, present 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.
• Conduct due diligence on investment products and perform market research to support decision‑making.
• Prepare detailed reports and investment proposals 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.

Required skills