About the role

AI summarised

The Digital Wealth Investment Advisor is responsible for providing personalized investment advice and portfolio management to clients through digital channels at a bank. The role involves client acquisition, relationship management, and ensuring compliance with regulatory standards.

BusinessFull-timeGeneral

Key Responsibilities

Provide personalized investment advice and portfolio management to clients via digital platforms.
Acquire new clients and deepen relationships with existing clients through proactive outreach.
Monitor client portfolios and recommend adjustments based on market conditions and client goals.
Conduct regular reviews with clients to assess financial objectives and risk tolerance.
Ensure all investment recommendations comply with regulatory requirements and internal policies.
Collaborate with product specialists to offer tailored wealth solutions.
Utilize digital tools to enhance client experience and streamline advisory processes.
Stay updated on market trends and economic developments to inform investment strategies.

Requirements

Bachelor's degree in Finance, Business, Economics, or related field.
Minimum 3-5 years of experience in wealth management or investment advisory.
Strong knowledge of investment products, asset classes, and financial markets.
Proven track record in client acquisition and relationship management.
Excellent communication and interpersonal skills.
Ability to work in a fast-paced, target-driven environment.
Relevant certifications such as CFA or CFP preferred.
Familiarity with digital wealth platforms and tools.
Strong analytical and problem-solving abilities.
Compliance-oriented with understanding of AML and KYC regulations.