Associate Investment Advisor

About the role

The Associate Investment Advisor will join an Investment Advisor team to independently manage a substantial book of client investment portfolios. You will deliver integrated investment and wealth management services while maintaining strong client relationships and operational excellence.

Key responsibilities

• Manage client investment portfolios independently, ensuring relationship continuity and delivering wealth‑management solutions aligned with team discipline.
• Develop and present wealth‑management strategies and investment proposals tailored to clients' financial circumstances and objectives.
• Execute account‑management activities, including portfolio maintenance, transactions, and operational support with meticulous attention to detail.
• Proactively identify evolving client needs and collaborate with internal teams (operations, compliance, portfolio management) to deliver coordinated solutions.

Required profile

• 3 to 5 years of investment‑management experience in a client‑facing role with proven relationship‑management capabilities.
• University degree in a related field and internationally recognized professional securities or investment‑management qualifications.
• Strong analytical abilities, intellectual curiosity, collaborative mindset, and effective communication skills in a dynamic environment.

Required skills

• Customer Service
• Customer Service Management
• Decision Making
• Interpersonal Relationship Management
• Investment Management
• Investment Performance Measurement

What we offer

• Competitive compensation package including salary, bonus and pension.
• Health insurance and comprehensive benefits.
• Leadership support through coaching and development opportunities.
• Opportunity to make a lasting impact within a collaborative, high‑performing team.