Investment Advisor

WE ARE HIRING: Investment Advisor

 Responsibilities

• Execute orders as instructed by the clients.
• Trading on discretionary accounts with the clients written approval.
• Negotiating high-net-worth/ institutional clients on strategic deals.

• Execution of high valued trades with precision and confidentiality.

• Ensuring debtors are collected on due date as per company policy and client payments are met according to their request.
• Confirming clients trade executions via e mail /verbal .
• Ensuring Clients are informed o market trends on daily basis.
• Expanding Client base on an ongoing basis.
• Consult Clients on investment strategies, products and services that are suitable for their needs.
• Respond promptly on Clients queries.
• Meeting Targets set out by management in order to achieve companys annual plans.
• Be proactive to trading ideas always.

• Adherence to the internal policies and procedures in place.

• Meet individual license renewal in accordance to regulators.

Ready to take your career to new heights?

We're InTalent Asia, your go-to recruitment partner in Sri Lanka, and we've got an exciting opportunity for you! Our client is looking for a dynamic individual to fill the role of Investment Advisor

At InTalent Asia, we're not just recruiters; we're here to architect your career success. Join us in the journey of matching your skills with unparalleled opportunities.



Apply now and see how you can be the perfect fit for this exclusive position!



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