Investment Advisor

Description

On behalf of our  are currently recruiting for an Investment Advisor to join a highly reputable financial organization in the Cayman Islands. This is an great opportunity to broaden your experience in a growing industry.

Responsibilities:

• Prepare special or customized reports whenever needed or requested by clients
• Arrange investment proposals for new clients
• Review monthly clients’ performance reports for accuracy
• Managing and updating client portfolio
• Implementing financial plans or referring clients to professionals who can help them

Applicants will be required to have:

• A proven track-record as a Financial Adviser 
• A minimum of 5 years experience in a similar role with emphasis on client acquisition, client service, investment analysis and portfolio management
• Strong business development and up selling skills 
• Strong skills in Microsoft Office, especially Excel, and willingness and ability to learn new software programs
• An industry relevant qualification is preferred
• Excellent communication skills

If you would like more information on the above role, apply today for a confidential conversation.