Wealth Management Investment Consultant

About the role

The Investment Consultant will design and implement tailored investment strategies for high‑net‑worth clients, aligning portfolios with their financial goals and risk tolerance. Working closely with sales teams, you will provide expert guidance on a broad range of investment products and ensure compliance with regulatory standards.

Key responsibilities

• Develop customized investment strategies based on client objectives, market trends, and economic forecasts.
• Support sales teams in client acquisition, portfolio allocation, and preparation of sales materials.
• Maintain up‑to‑date knowledge of equities, bonds, mutual funds, ETFs, and structured products.
• Ensure all advice complies with regulatory requirements and internal risk policies.
• Conduct market research, due‑diligence, and analysis to inform investment decisions and prepare detailed client reports.

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 sophisticated clients and a dynamic sales team.
• Continuous professional development in investment products and market analysis.
• Collaborative environment focused on delivering high‑quality financial solutions.