Investment Specialist/ Investment Advisor

<p> </p> <p>KEY FEATURES OF THE POSITION</p> <p>Core Functional<br />
- Providing end-to-end investment advisory services with a special focus <br /> on direct equities as an asset class<br />
- Profiling clients and documenting their investment objectives<br />
- Tracking equity markets, creating model portfolios and building a robust <br /> direct equities offering within investment advisory<br />
- Creating advisory pitches and investment proposals<br />
- Carrying out portfolio reviews<br />
- Providing regular guidance and advice on markets, investments, and products</p> <p>Client Management (Internal & External)<br />
- Working closely with Relationship Managers and their advisory clients<br />
- Interacting regularly (including presentations) with clients for advisory <br /> requirements<br />
- Working closely with ...