Financial Consultant / Investment Advisor

SUMMARY:
A client leading in Human Resources solutions is seeking for an experienced and results-driven Financial Consultant to join their growing financial services team, with a flexible/hybrid work location. The ideal candidate will possess strong industry knowledge, a proven track record in financial advisory services, and an established book of high-net-worth or mass affluent clients. This role offers a lucrative remuneration structure, including a competitive base salary, attractive commission incentives, and long-term growth opportunities for individuals capable of generating and maintaining strong client relationships. The successful candidate will play a key role in expanding the firm’s advisory capabilities while delivering tailored financial strategies to clients across various investment and wealth management needs.

POSITION INFO:
Key Responsibilities

Client Relationship Management:

• Bring and maintain an existing portfolio/book of clients with active financial advisory needs.
• Build long-term relationships with high-net-worth individuals, businesses, and institutional clients.
• Conduct regular client meetings to review financial goals, investment performance, and portfolio strategies.
• Provide proactive advice on wealth preservation, growth strategies, and risk management.

• Provide comprehensive financial planning and investment advisory services tailored to each client’s objectives.
• Develop customized investment portfolios, asset allocation strategies, and financial roadmaps.
• Advise clients on various financial instruments including:
• Fixed income investments
• Equity markets
• Alternative investments
• Structured financial products
• Private lending opportunities
• Monitor market trends, economic developments, and regulatory changes affecting investments.

• Actively expand the firm's client base through professional networks, referrals, and strategic partnerships.
• Identify opportunities for cross-selling financial services.
• Represent the firm at industry events, networking functions, and client engagements.
• Maintain strong industry relationships with financial institutions, asset managers, and professional advisors.

• Ensure all advisory services comply with relevant financial regulations and compliance requirements.
• Maintain accurate client records and documentation.
• Conduct proper due diligence and risk assessments for investment recommendations.

• Stay updated with global and local financial markets.
• Provide strategic insight to internal teams regarding investment opportunities and client trends.
• Contribute to internal strategy discussions related to financial products and services.

• Bachelor’s Degree.
• Relevant financial certifications will be advantageous (e.g., CFA, CFP, CAIA, or equivalent).

• Minimum 5–10 years of experience in financial advisory, wealth management, or investment consulting.
• Proven experience managing a substantial book of clients.
• Demonstrated success in client acquisition and portfolio growth.

• Investment markets
• Wealth management strategies
• Portfolio construction
• Risk management frameworks
• Regulatory requirements within the financial services industry

• Exceptional relationship management and networking abilities
• Strong analytical and financial modeling skills
• High level of professionalism and discretion
• Excellent communication and presentation abilities
• Entrepreneurial mindset with strong business development capabilities

• Attractive base salary
• High-performance commission structure
• Revenue-sharing opportunities
• Long-term growth incentives
• Access to institutional investment opportunities
• Support from experienced financial and operational teams