Investment Advisor - I & M Capital Ltd - Wealth Management Services

BASIC QUALIFICATIONS:

• Bachelors’ degree in Economics, Finance or Business or related field
  
• Achievement of all CMA qualification requirements including the CISI exam requirements.
  
• Minimum of 5 years’ experience in Wealth Management and or Investment Banking.
  
• Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
  
• Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.
  

BASIC QUALIFICATIONS:

• Bachelors’ degree in Economics, Finance or Business or related field
  
• Achievement of all CMA qualification requirements including the CISI exam requirements.
  
• Minimum of 5 years’ experience in Wealth Management and or Investment Banking.
  
• Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
  
• Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.
  

• Origination of advisory transactions.
  
• Assist in the evaluation and processing of new investments for clients.
  
• Liaising with the AGM Investment Advisor – Wealth Management and the team to ensure successful execution of client transactions.
  
• Assist in the preparation of investment strategies, annual plans and policies.
  
• Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients.
  
• Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence.
  
• Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio.
  
• Oversee settlement and portfolio reporting.
  
• Develop the Investment Policy Statement for clients and prospects.
  
• Prepare commentaries to be distributed to clients.
  
• Conduct and prepare due diligence reports for off-shore funds and managers for distribution internally and externally.
  
• Coordinating teams of professionals including accountants and lawyers as necessary for target transactions.
  
• Liaise with strategic partners in the execution of client transactions.
  
• Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions.
  
• Assist in any other administrative related assignments within the Company.
  
• Perform other job – related duties or special projects as assigned