Securities Adviser

Job Description

Join our team as a Securities Adviser where you will assist clients in navigating the complexities of the financial markets. Your insights will empower them to achieve their investment objectives and manage their portfolios effectively.

Responsibilities

• Develop and maintain client relationships to understand their financial goals and risk appetite.
• Provide tailored investment strategies based on individual client needs and market conditions.
• Execute trades and manage client portfolios while monitoring performance.
• Regularly review and analyse clients’ investments to ensure they align with goals.
• Engage in continuous professional development to stay informed about market changes and investment products.
• Implement and manage administrative processes for client accounts efficiently.
• Collaborate effectively with the internal team to deliver exceptional client experiences.
• Train and mentor junior advisers in providing quality client services.
• Organise workshops and seminars to educate clients on investment strategies and market trends.
• Ensure compliance with all financial regulations and ethical standards.

Requirements

Education

• Master's degree in Finance or related field is preferred

Experience

• Experience with high-net-worth clients is advantageous

Technical Skills

• Financial Modeling
• Risk Assessment

Soft Skills

• Attention to Detail
• Negotiation Skills

Certifications

• Registered Investment Advisor (RIA)

Languages

• English: Fluent

Advantageous

• Knowledge of alternative investments: Experience with hedge funds, private equity, and real estate investments.
• Strong network in the finance industry: Established relationships with key professionals in the financial industry.

Benefits

• Attractive salary package and bonus structure.
• Flexible working conditions and supportive workplace culture.
• Access to exclusive networking events and industry conferences.
• Retirement plan with employer contributions.

Company Culture

• Integrity: We uphold the highest ethical standards in all our dealings.
• Client-Centric Approach: Our clients are at the heart of everything we do, and we strive to exceed their expectations.