Investment Advisory
Confidential
Accounting, Auditing & Finance
Confidential
Accounting, Auditing & Finance
NGN Confidential
Job Summary
The investment advisor position is unique in the accounting and finance field, in that success is determined to a significant extent by interpersonal skills. The investment advisor must be able to listen to client needs, 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 clients.- Minimum Qualification: Degree
- Experience Level: Mid level
- Experience Length: 5 years
Job Description
- Prospect for clients
- Maintain and deepen relations with existing clients
- Investment Solutions
- Educate clients regarding the range of applicable investment options available to them
- Determine the risk tolerance of clients
- 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
Desired Qualifications:
- The ideal candidate must have the highest interpersonal skills, with an entrepreneurial attitude towards expanding the client base.
- The individual must also have sound judgment in adopting the investment positions agreed to by clients.
- The ideal candidate should have prior experience as a financial planner, with a certified financial planner certification.
- The minimum education requirement is a bachelor's degree, preferably in accounting or finance.
- Working Conditions: Will work from a local office.
- Working hours can be long, as they are dictated by the needs of clients.
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