Investment Consultant

Roles & Responsibilities

Industry: Financial Services
Employment Type: Full-time

About the Role

We are seeking a motivated and client-focused Investment Consultant to provide investment guidance and financial solutions to clients. The successful candidate will be responsible for understanding clients' financial objectives, developing suitable investment strategies and building long-term client relationships.

Key Responsibilities

• Understand clients' financial goals, investment objectives and risk profiles.
• Provide information and guidance on suitable investment and financial products.
• Develop personalised investment strategies based on clients' needs and objectives.
• Build and maintain long-term relationships with new and existing clients.
• Conduct client consultations, presentations and investment reviews.
• Monitor market developments, economic trends and investment opportunities.
• Review clients' portfolios and provide appropriate recommendations where required.
• Identify and develop new business opportunities through networking, referrals and client engagement.
• Maintain accurate records of client interactions and investment recommendations.
• Work closely with internal teams to support client onboarding and service delivery.
• Meet individual and team sales or business development targets.
• Ensure all client interactions and recommendations comply with company policies and applicable regulatory requirements.

Requirements

• Diploma or Bachelor's degree in Finance, Business, Economics or a related discipline.
• 1–5 years of experience in investment consulting, wealth management, financial advisory, banking or sales.
• Strong interest in investments and financial markets.
• Excellent communication, presentation and interpersonal skills.
• Strong client relationship management and business development abilities.
• Good analytical and problem-solving skills.
• Self-motivated, target-driven and comfortable working in a performance-oriented environment.
• Relevant financial services qualifications or certifications will be an advantage.

What We Offer

• Competitive basic salary with performance incentives.
• Attractive career progression opportunities.
• Professional training and development.
• Exposure to investment and wealth management solutions.
• Dynamic and client-focused working environment.

Tell employers what skills you have

Candidate Screening
Financial Management
Marketing Disciplines
Interpersonal Skills
Identifying New Business Opportunities
Helping Clients Succeed
develop the requirements
client facing activities
Team Leadership
financial products
Time Management
Customer Oriented
Maintaining Client Relationships
Services Solutions
Presentation
Collaborate With Internal Team