Investment Consultant

About the role

The Investment Consultant will design and implement tailored investment strategies that match clients' financial objectives and risk tolerance. Working closely with sales teams, you will provide expert guidance on portfolio construction and help clients navigate complex market environments.

Key responsibilities

• Create customized investment strategies based on client goals, risk profiles, and market analysis.
• Analyze financial data, economic forecasts, and market trends to recommend asset allocation and diversification.
• Support sales teams by developing presentation materials, participating in client meetings, and offering product expertise.
• 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 to mitigate risk and confirm suitability.
• Prepare and deliver detailed investment 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.
• Strong understanding of financial markets, investment products, and portfolio management.

Required skills