Investment Advisor

• Origination of advisory transactions.

• Assist in the evaluation and processing of new investments for clients.

• Liaising with the Country Manager/ Head Investment Advisor – Wealth

• Management and the team to ensure successful execution of client transactions.

• Assist in the preparation of investment strategies, annual plans and policies.

• Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients.

• Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence.

• Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio.

• Oversee settlement and portfolio reporting.

• Assist in development of Investment Policy Statement for clients and prospects.

• Prepare commentaries to be distributed to clients.

• Conduct and prepare due diligence reports for offshore funds and managers for distribution internally and externally.

• Coordinating teams of professionals including accountants and lawyers as necessary for target transactions.

• Liaise with strategic partners in the execution of client transactions.

• Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions.

• Assist in any other administrative related assignments within the Company.

• Perform other job – related duties or special projects as assigned by with the Country Manager/ Head Investment Advisor.

• Bachelor’s degree in economics, Finance or Business or related field

• Achievement of all CMA qualification requirements including the CISI exam requirements.

Work Experience

• Minimum of 5 years’ experience in Wealth Management and or Investment Banking.

• Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.

• Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.

Key Required Competencies & Skills

• Exceptional analytical and quantitative background.

• Excellent written and verbal communication skills and solid research skills.

• Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources.

• Outstanding interpersonal skills and ability to work across functions and levels of seniority.

• Initiative – must be a self-starter, able to work independently with drive and motivation.

• Prior experience in investment banking / wealth management and/or knowledge of the process and client expectations.