Director - Investment Advisory

Our client is an independent investment and financial advisory firm dedicated to providing bespoke solutions to help their clients to grow and safeguard their wealth and assets.

They are seeking driven Investment Advisors at a Director level that will be responsible for educating clients on the different products and services available to help them best utilize their available funds and achieve important monetary goals. The job holders will be reporting directly to the Head of Advisory.

Key Duties & Responsibilities

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets.
• Offering strategic advice on products and services.
• Performing market research to stay current with financial trends.
• Maintaining compliance with all rules and regulations in the financial industry.
• Monitor clients' portfoli...