Investment Advisor
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Job summary
A licensed Investment Advisor to support the growth of the Company’s portfolio by providing professional, data driven financial advice and portfolio management services while ensuring strict adherence to applicable regulatory laws and frameworks.
Min Qualification:
Degree
Experience Level:
Entry level
Experience Length:
1 year
Language Requirement:
English
Work Type:
Full Time
Working Hours:
8 to 5
Applicant Location:
Ghana
Job descriptions & requirements
Key Responsibilities
- Monitor and report on portfolio performance, ensuring optimal returns and compliance.
- Keep abreast of capital market trends and opportunities to strengthen both client portfolios and the company’s competitive edge.
- Deliver expert, tailored investment advisory services to clients.
- Design and implement investment strategies that align with client goals and risk tolerance.
- Maintain strict adherence and compliance with all internal policies and regulatory standards, laws and guidelines.
- Contribute to business development and over all brand reputation.
Requirements
- Valid GSE Investment Advisor/ Fund Manager Certificate
- Bachelor’s Degree in finance, economics, business or related fields
- Knowledge of portfolio Management, client advisory and regulatory frameworks with eagerness to deepen expertise.
Personal Attributes
- A professional who combines technical excellence with a human touch
- Team-oriented with a spirit of collaboration and long-term vision
- Proactive, adaptable and motivated by the excitement of building something new
- Strong analytical thinker who thrives in problem solving strategy
- A confident yet approachable presence, skilled at handling client concerns with calm and insight.
- Able to earn clients’ trust through authenticity, clear communication and professionalism.
Location: Dzorwulu, Accra-Ghana
Salary: Attractive.
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