Investment Consultant

About the role

The Investment Consultant will design and deliver 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 ensure compliance with regulatory standards.

Key responsibilities

• Develop and implement customized investment strategies based on client objectives, market trends, and economic forecasts.
• 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, providing insights on performance and risks.
• Ensure all investment advice complies with regulatory requirements and internal policies, conducting due diligence on products.
• Conduct market research and analysis on financial markets, economic trends, and geopolitical events, preparing detailed reports and 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