Responsibilities

The Investment Advisor is primarily responsible for growing the volume and revenue of assigned portfolio.

Qualifications

• Graduate of any business-related course (i.e. Finance, Business, Economics)
• Preferably with prior work experience in asset management, trust banking, treasury, financial and capital markets, or investment banking.
• Preferably holds any of the following:
• Certified UITF Salesperson
• Licensed SEC Certified Investment Solicitor
• Licensed SEC Fixed Income Salesman
• Certified Treasury Professional
• Must have good communication, presentation, organization, and coordination skills
• Must be proficient in Microsoft Office

Knowledge

1. Investments and financial markets

2. Trust business

3. Trading conventions and ethics

4. Legal and regulatory requirements

5. Products and processes

Skills

1. Highly analytical

2. Excellent oral and written communication skills

3. Excellent presentation skills

4. Organization and coordination skills

Attributes

1. Trustworthy

2. Team-oriented

3. Conscientious

4. Results-oriented

5. Sociable

6. Inquisitive

Area of study/expertise

- Asset Management/Trust Banking

- Treasury

- Financial and Capital Markets

- Corporate Banking or Investment Banking

Level of Education

- Bachelor’s Degree in Business, Accounting, Finance, or Economics

Certifications

- Certified UITF Salesperson

- SEC Fixed Income Salesman

- SEC Certified Investment Solicitor

- Certified Treasury Professional

Knowledge in PC Programs

- MS Word

- MS Powerpoint

- MS Excel/ other spreadsheet applications

- Virtual communications platforms

Please refer to job description.