Investment Consultant

Industry: Financial Services Employment Type: Full-time About the Role We are seeking a motivated and client-focused Investment Consultant to provide investment guidance and financial solutions to clients. The successful candidate will be responsible for understanding clients' financial objectives, developing suitable investment strategies and building long-term client relationships. Key Responsibilities • Understand clients' financial goals, investment objectives and risk profiles. • Provide information and guidance on suitable investment and financial products. • Develop personalised investment strategies based on clients' needs and objectives. • Build and maintain long-term relationships with new and existing clients. • Conduct client consultations, presentations and investment reviews. • Monitor market developments, economic trends and investment opportunities. • Review clients' portfolios and provide appropriate recommendations where required. • Identify and develop new business opportunities through networking, referrals and client engagement. • Maintain accurate records of client interactions and investment recommendations. • Work closely with internal teams to support client onboarding and service delivery. • Meet individual and team sales or business development targets. • Ensure all client interactions and recommendations comply with company policies and applicable regulatory requirements. Requirements • Diploma or Bachelor's degree in Finance, Business, Economics or a related discipline. • 1–5 years of experience in investment consulting, wealth management, financial advisory, banking or sales. • Strong interest in investments and financial markets. • Excellent communication, presentation and interpersonal skills. • Strong client relationship management and business development abilities. • Good analytical and problem-solving skills. • Self-motivated, target-driven and comfortable working in a performance-oriented environment. • Relevant financial services qualifications or certifications will be an advantage. What We Offer • Competitive basic salary with performance incentives. • Attractive career progression opportunities. • Professional training and development. • Exposure to investment and wealth management solutions. • Dynamic and client-focused working environment.