Investment Counsellor
Key Responsibilities:
- Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities.
- Investment Advisory Services: Act as a trusted advisor to both clients and internal stakeholders, providing expert guidance on investment strategies, product selection, and portfolio construction to optimize client outcomes.
- Investment Evaluation: Collaborate with cross-functional teams to evaluate new investment products, including assessing their risk-return profiles, financials, market fit, and long-term viability.
- Client Portfolio Optimization: Provide personalized investment advice to high-net-worth individuals and institutional clients, helping them achieve their financial objectives through optimal product recommendations and portfolio strategies.
- Strategic Leadership: Lead and guide the Investment Committee, ensuring effective product onboarding and a comprehensive evaluation process, while fostering alignment with broader organizational goals.
- Market Research & Industry Insights: Stay informed of market trends, emerging investment opportunities, and regulatory developments to ensure our offerings are competitive and in line with the latest industry standards.
- Risk and Compliance Oversight: Work closely with compliance and legal teams to ensure all products meet regulatory requirements and adhere to internal risk management frameworks.
- Internal Collaboration: Coordinate with internal teams, including client relationship managers, product development, legal, and operations, to ensure smooth integration and seamless product onboarding.
- Process Improvement: Continuously improve product onboarding processes, ensuring that the team operates efficiently, effectively, and within regulatory and risk guidelines.
- Team Leadership: Mentor and develop the Investment Committee team, encouraging continuous learning and a collaborative approach to product onboarding and investment advisory.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.