Apply: Investment Advisor - Director / Associate Director

My Client is a globally established financial services firm committed to delivering exceptional investment solutions. As an Investment Advisor, you will leverage your expertise in financial markets and investment strategies to provide tailored advice and solutions, playing a pivotal role in helping clients achieve their financial goals and ensure the portfolios are well-optimised for growth.

Key Responsibilities 

• Conduct thorough financial assessments of clients to understand their investment objectives, risk tolerance, and financial situation.
• Develop and implement customized investment strategies that align with clients' goals and preferences.
• Monitor and manage client portfolios, making timely adjustments to optimize performance and mitigate risk.
• Stay up-to-date on market trends, economic indicators, and investment opportunities to provide informed advice.
• Collaborate with internal teams to ensure compliance with regulatory requirements and industry best practices.

Ideal Qualifications 

• Proven experience as an Investment Advisor or similar role in the financial industry.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent analytical, communication, and interpersonal skills.
• Knowledge of regulatory compliance in investment advisory services.

If you are a driven Investment Advisor looking to join a global financial institution, take charge of this opportunity to welcome a new career challenge in 2023.


EA Personnel No. R22104718
EA License: 16S8112