Investment Advisor - Gravitas Recruitment Group
Our client is a financial institution dedicated to providing tailored investment solutions to high-net-worth clients. The company promotes a collaborative and client-focused culture, valuing expertise and proactive service. This role involves managing direct relationships with tagged clients, offering timely investment advice, and ensuring portfolio suitability and risk management to meet clients’ individual objectives.
Role Overview:
The Investment Advisor is responsible for maintaining direct client contact to deliver personalized investment advice, conduct regular portfolio reviews, and ensure compliance with risk profiles and product suitability. The role plays a key part in supporting the organisation’s commitment to delivering tailored, efficient investment services.
Key Skills & Experience:
• Experience in private banking or investment advisory
• Strong understanding of client risk profiling and portfolio management
• Knowledge of investment products and due diligence processes
• Excellent client relationship and communication skills
• Ability to conduct thorough portfolio reviews and asset allocation advisory
Key Responsibilities:
• Manage direct relationships with tagged clients, providing timely and suitable investment advice
• Conduct regular (at least annual) portfolio reviews to ensure alignment with clients’ objectives and risk profiles
• Offer asset allocation advice in accordance with the CIO view
• Ensure investment products recommended are on the approved lists, following due diligence
• Keep relationship managers informed of portfolio changes
• Coordinate with RMs, team heads, and market heads to achieve business targets and resource allocation
• Handle efficient and timely order execution
• Ensure adherence to clients’ risk profiles and investment knowledge considerations
Requirements:
• Right to work in the required location
• Experience in private banking or a similar environment
• Proven track record in investment advisory or portfolio management
• On-site availability
• No specific qualifications mentioned
Nice to Have:
• No optional skills provided
If you are interested in this opportunity to contribute to a client-centric team within a reputable financial organisation, please apply now.
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