Investment Counsellor

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Key Competencies:

Key Performance Indicators

• Provide Investment Advice Offer tailored investment strategies based on clients' financial goals, risk tolerance, and market conditions.
• Manage Client Portfolios Monitor, review, and adjust investment portfolios to ensure optimal performance.
• Build and Maintain Client Relationships Develop long-term trust with clients through consistent communication and service.
  

Wealth Creation

• Conduct Financial Assessments Analyze clients financial positions to recommend suitable investment opportunities.
• Stay Informed on Market Trends Monitor financial markets, economic indicators, and industry news to guide investment decisions.
• Educate Clients Help clients understand their investments, risks, and market developments.
  

Compliance & Others

• Ensure Regulatory Compliance Adhere to financial regulations, ethical standards, and internal policies.
• Prepare Reports and Documentation Generate performance reports, investment summaries, and regulatory documents.
• Collaborate with Internal Teams Work with analysts, product specialists, and relationship managers to deliver holistic solutions.
• Educate Clients Help clients understand their investments, risks, and market developments.
• Support Business Development Identify opportunities to expand client relationships and attract new clients.
  

Experience

• Previous experience in investment advisory, portfolio management, or financial services is highly preferred.
• Proven track record of managing client portfolios and achieving financial goals.
  

Skills

• Financial Knowledge:
• In-depth understanding of financial markets, investment products, portfolio management, and economic principles.
• Analytical Skills:
• Ability to analyze financial data and trends to make informed investment recommendations.
• Communication
• Strong verbal and written communication skills for explaining complex financial concepts in a simple manner to clients.
• Client Relationship Management:
• Ability to build, maintain, and strengthen long-term relationships with clients.
• Problem-Solving:
• Capable of assessing situations, identifying challenges, and providing strategic solutions.
• Sales and Business Development:
• Ability to market investment products and grow a client base through proactive outreach.
• Ethical Judgement:
• Strong commitment to ethical standards and regulatory compliance in all dealings
• Risk Management:
• Skill in assessing investment risks and ensuring that portfolios align with clients risk tolerance.
• Time Management:
• Ability to manage multiple clients, deadlines, and tasks efficiently
• Technology Proficiency:
• Familiarity with financial software, portfolio management tools, and data analysis platforms.
  

Hiring Manager Details