- Location
- George Town, George Town
- Type
- Full-time
- Department
- Finance
- Source
- RecruiterFlow
Description
We've recently been mandated by a newly launched wealth management firm seeking to appoint its first Investment Advisor who will play a pivotal role in shaping the business and supporting its long-term growth.
In this role, you will build and manage long-term relationships with clients, acting as a trusted adviser across their investment and wealth management needs. You will provide tailored financial advice and portfolio solutions, identify investment opportunities across a broad range of asset classes, and help clients achieve their long-term financial objectives.
Operating within a highly regulated environment, you will monitor portfolio performance and risk, ensure compliance with applicable regulatory requirements, and leverage your knowledge of global markets and economic trends to deliver exceptional client outcomes.
The role combines relationship management, business development, and portfolio oversight, and will play a key part in supporting the firm's growth by driving new client acquisition, deepen existing relationships, and provide expert guidance on investments and broader wealth structuring solutions.
In return, there is a clear succession plan for the successful individual to assume the long-term management of the business, with the opportunity to become an Equity Partner.
Requirements:
- Must have at least five years of experience in a similar wealth management role.
- A relevant professional qualification (i.e., CFA, CIM, FINRA) would be beneficial.
- Experience within wealth management structuring, performance measurement, financial planning, long-term relationship management and dealing with a range of clientele.
- Broad knowledge of investment products in all asset classes is essential.