Investment Advisor

Function As an investment advisor at our client, you play a crucial role in the financial well-being of clients. You are responsible for thoroughly understanding and analyzing the financial situation of each client to determine their unique investor profile. This means that through a series of targeted questions, you determine how much money a client ideally should invest and which product categories best align with their financial goals. You help clients to set clear goals and develop a tailored investment strategy that is aligned with their risk tolerance and financial objectives. Your expertise will enable our client's customers to make informed decisions about their investments and achieve their long-term financial aspirations. In this role, you will be working closely with the sales team to identify potential clients and develop a deep understanding of their financial situation and goals. You will also work closely with the product development team to stay up-to-date on new investment products and services that can help our client's customers achieve their financial objectives. Requirements: - Bachelor's degree in Finance, Economics or related field; - At least 2 years of experience as an investment advisor or in a similar role; - Strong analytical skills and ability to interpret complex financial data; - Excellent communication and interpersonal skills; - Ability to work independently and as part of a team; - Proficiency in Microsoft Office, particularly Excel. Benefits: - Competitive salary and benefits package; - Opportunities for professional growth and development; - Collaborative and dynamic work environment; - Recognition and rewards for outstanding performance.