My client is a leading financial services firm dedicated to helping individuals and businesses grow their wealth through strategic investment solutions. Our team of experts provides tailored financial planning and investment strategies to ensure long-term success for our clients.

Job Summary:

They are seeking a knowledgeable and client-focused Investment Advisor to join our dynamic team. The successful candidate will be responsible for providing expert financial advice, developing personalised investment strategies, and building strong relationships with clients. The Investment Advisor will work closely with clients to understand their financial goals and provide solutions that align with their risk tolerance and investment preferences.

Key Responsibilities:

• Develop and maintain strong relationships with clients by understanding their financial needs and goals.

• Provide comprehensive investment advice and financial planning strategies.

• Qualify inbound leads and close business.

• Construct and manage investment portfolios tailored to individual client objectives.

• Monitor and assess portfolio performance and make adjustments as needed.

• Educate clients on investment options, risks, and potential returns.

• Collaborate with internal teams to offer a holistic approach to wealth management.

• Generate new business through networking, referrals, and marketing initiatives.

Qualifications and Skills:

• Investment sales background.

• Business development experience

• Proven experience as an Investment Advisor, Financial Consultant, or similar role.

• Strong understanding of financial markets, investment products, and risk management strategies.

• Excellent communication and interpersonal skills.

• Ability to build and maintain long-term client relationships.