Investment Advisor at Global Profilers

We  Global Profilers (a global recruitment firm) have a juicy opportunity for an investment Advisor for our client who owns a leading financial service company, engaged in the operation that provide services in Wealth Management, Funds Management, Investment Advisory and  Financial Planning. If you are a passionate developing new business and you would like to give your contribution in creating a great company culture, this is the right position for you.

The candidate must possess the following:

•  Critically evaluate investment options, and educate clients regarding the best investment decisions to make.
•  The recommendations made should take into account the risk tolerance
•  Liquidity requirements, income level, and long-term goals of client
•  Develop personally tailored investment solutions for clients
•  Follow through on the investment actions approved by clients
•  Maintain proper documentation of investment actions taken on behalf of clients
•  Maintain an up-to-date knowledge of investment products

Requirements

•  High interpersonal skills, with an entrepreneurial attitude towards expanding the client base
•  Proficiency in Microsoft offices and other accounting tools
•  An investment advisor with a financial service firm with 4 to 5 years’ experience
•  Must also have sound judgment in adopting the investment positions agreed to by clients.
•  The ideal candidate should have prior experience as a stockbroker or financial planner

Skills

• Proven Work experience as an Investment Advisor  or a similar role
• Knowledge of office management systems and procedures
• MS Office and English proficiency
• Outstanding organisational and time management skills
• Up-to-date with latest office gadgets and applications
• Ability to multitask and prioritize daily workload
• Ability to analyse problems and make sound operational decision
• A strong personal commitment to the values of the organisation
• Skilled at prioritizing and organizing work of self and others
• Excellent verbal and written communications skills
• Discretion and confidentiality