Investment Consultant

Overview

Executive recruitment company Monroe Consulting Group's Professional Division is partnering with a leading financial institution that is making its mark in the investment realm. Our esteemed client is seeking an experienced professional to be their Investment Consultant for their wealth and advisory team.

Responsibilities

• Liaising with Advisory Team and Investment Team on in-house research views and market outlooks in relation to the production of appropriate business development collateral.
• Consistently works to deepen existing relationships with business units and regional representatives to increase value-added support to them.
• Meeting clients to review current investment arrangements, discuss market / industry developments and potential changes to consider / implement.
• Conduct investments-related presentation and training to support & lead client education events to help client gain better knowledge of financial markets and financial solutions.
• Construct portfolios for clients depending on their goals and risk profiles.
• Conduct portfolio reviews with representatives, assess product suitability and market change impact to products help by clients as appropriate, identify opportunities and manage risks.
• Other investment advisory support.
• Undertake ad-hoc functions and related duties as required.

Qualifications

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