Investment Consultant recruitment
Investment consultancy is a core service, it is one of the most rapidly growing segments of the consulting business and represents a sizeable proportion of revenue. The Investment Practice provides a full advisory and implementation service for their clients. They advise on all aspects of investment including forming investment objectives, medium and long term asset allocation, asset liability modelling, portfolio structures (including mainstream and alternative assets), manager selections, monitoring, governance, training and compliance. You will act as the lead consultant for small clients and Read more […]
Investment Consultant recruitment
• Support the Relationship Managers in investment / treasury products • Provide solutions to customers • Conduct seminars for customers ANZ is accelerating the growth of its business in Asia. We realise that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and great opportunities that will enable the best in the market to thrive as part of our diverse team. As an Investment Consultant, you will support the Relationship Managers in providing wealth management services by matching customers risk profile and investment horizon Read more […]
Investment Consultant recruitment
The Investment Consultant is required to coach and support relationship managers to provide investment advisory services to CitiGold Wealth Management clients such as:Investment products analysis and reviewTo identify and understand clients’ long term needs, construct, recommend and execute investments solutionsTo regularly conduct clients investment portfolio review including re-balancing The ideal candidate would fit the following requirements:-Tertiary degree, preferably in Finance/Business related disciplines or a CFA/CFP holder5-8 years of relevant working experience in a financial institutionInnovative, Read more […]
Investment Consultant recruitment
Key drivers for achieving and delivering the organisation goals on investment products. Work with RM on client portfolio management based on clients’ needs Provide coaching and support to sales team on sales technique and market information ANZ is accelerating the growth of its business in Asia. We realise that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and great opportunities that will enable the best in the market to thrive as part of our diverse team. The primary purpose of this role is to meet sales revenue targets by Read more […]
Investment Consultant recruitment
MUST HAVE INVESTMENT CONSULTING EXPERIENCEKey Tasks and Responsibilities Manage the Investment Consulting relationship with clients. Provision of Client presentations and reports (Covering investment strategy, manager selection and implementation, and regulatory aspects).To promote the AFCA Implemented Consulting proposition to both existing clients and new prospects.Promote the AFCA Investment Consulting proposition to both existing AFCA clients and new prospects. To assist trustees with establishing and reviewing their asset allocation strategy.Review performance and recommend relevant Read more […]
INVESTMENT CONSULTANT recruitment
Reporting to the GM, you will deliver the sales and profit performance of the Local financial planning team by developing and delivering a dynamic sales strategy tailored to the local market; demonstrating excellent business development (sales) and financial planning skill and closing financial planning deals, at the same time satisfying risk management and compliance standards applicable to the business and build out a professional client orientated team.You will personally develop and manage a portfolio of customers, build strong community profile via active networking within business community Read more […]