Investment Advisor Representative

**Description**

**The Role**

The Investment Advisor Representative (IAR) is responsible for delivering investment advisory services to individual clients, supported by a technology-enabled, hybrid robo-human advisory model. The role focuses on providing ongoing investment advisory support, asset allocation recommendations and mapping, portfolio construction and monitoring, and discretionary investment advice, as appropriate.

Client asset allocations and portfolio recommendations are generated by an underlying advisory model designed to align with each client’s stated objectives, risk tolerance, and personal circumstances. Advisors are responsible for reviewing model‑generated outputs, applying professional judgment, addressing client‑specific considerations, and communicating recommendations clearly and effectively.

Client interactions are supported by digital tools, structured workflows, and platform‑generated insights, enabling advisors to efficien...