Investment consultant

About the Role

We are seeking a knowledgeable and client-focused Investment Consultant to provide expert financial guidance and investment solutions. You will work closely with clients to understand their financial goals, recommend suitable investment products, and build long-term relationships while helping them grow and protect their wealth.

What You'll Do

• Meet with clients to assess their financial goals and investment objectives
• Provide tailored investment advice and recommend suitable financial products
• Build and maintain strong client relationships through ongoing support and portfolio reviews
• Monitor investment performance and market trends
• Prepare investment proposals, reports, and financial presentations
• Ensure compliance with financial regulations and company policies
• Identify new business opportunities and grow the client portfolio
• Stay up to date with financial markets, investment products, and economic developments

Requirements

• Degree in Finance, Economics, Business, Accounting, or a related field
• Relevant industry certifications or regulatory accreditation (advantageous)
• Previous experience in investment consulting, wealth management, or financial services is preferred
• Strong understanding of financial markets and investment products
• Excellent analytical, communication, and relationship-building skills
• Proficiency in Microsoft Office and financial planning or CRM software

Key Skills

✔ Investment Advisory

✔ Portfolio Management

✔ Financial Analysis

✔ Wealth Management

✔ Client Relationship Management

✔ Market Research

✔ Communication & Negotiation