Strategic Investor Relations Specialist

2 weeks ago

Sydney, New South Wales, Australia IIQAF Full time
Investment Advisor Role at IIQAF

At IIQAF, we seek a seasoned Investment Advisor to join our team and provide expert financial guidance to our clients. As an Investment Advisor, you will be responsible for analyzing market trends, assessing financial risks, and developing personalized investment strategies to help clients achieve their financial goals.

Key Responsibilities:

  • Conduct thorough financial assessments to identify clients' investment objectives, risk tolerance, and time horizon.
  • Develop and implement comprehensive investment plans based on clients' financial needs and goals.
  • Monitor market trends and economic conditions to provide timely investment advice and recommendations.
  • Research and analyze investment opportunities, including stocks, bonds, mutual funds, and real estate.
  • Prepare detailed investment reports and performance reviews for clients.
  • Collaborate with financial analysts and portfolio managers to diversify clients' investment portfolios.
  • Build and maintain strong relationships with clients through regular communication and portfolio reviews.

Requirements:

  • Bachelor's degree in finance, economics, or a related field.
  • Minimum of 2 years of experience as an investment advisor or financial consultant.
  • Strong knowledge of financial markets, investment products, and asset allocation strategies.
  • Excellent analytical and problem-solving skills.
  • Proven track record of delivering exceptional investment advice and achieving client goals.
  • Strong understanding of regulatory compliance and investment industry standards.
  • Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.

We offer a competitive compensation package and opportunities for career growth. If you're a motivated and experienced Investment Advisor looking for a new challenge, please submit your application.

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