Investment Advisor at Stresert Services Limited

Our client is a registered portfolio/funds management company dedicated solely to managing assets for carefully selected investors that crave high quality, specialized and personalized niche products and services in the areas of portfolio/funds management, arbitrage and financial intermediation, financial/investment advisory, and corporate finance services

Job Responsibilities

• Understand client risk and return profile, identify investment opportunities, provide suitable solutions and ensure periodic investment portfolio review.
• Keep abreast with developments in global markets, investment products and opportunities.
• Liaise with research / advisory / product teams / business divisions for identifying opportunities to cater to clients’ requirements.
• Share with the client or prospective client’s views on various asset classes; and explain the rationale.
• Competition mapping and augmenting new product development.
• Showcase investment products to clients, explain key risks and other features of products in which the client wishes to invest and update the client on the same post sales;
• Assist the client in aligning investments as per needs and risk appetite in line with dynamic asset allocation.
• Customize wealth management and investment management plans to meet your clients’ individual needs

Educational Qualifications:

• B.sc/HND in Economics, Finance, Statistics, or related field.
• A minimum of 2 years work experience in the financial services industry ( asset, funds & equity)
• Excellent oral and report-writing skills for effective communication
• Attention to detail and organizational skills.
• Superior analytical & critical thinking skills; ability to make good decisions when faced with complex data.
• High level of passion, integrity, creativity, inquisitiveness, and self-confidence.