The Agency is recruiting for an Investment Advisor on behalf of a client. The post holder will play a pivotal role in providing investment and portfolio management advice to a diverse clientele. You will also support the investment team in delivering exceptional client service and ensure compliance with relevant policies and procedures.

Growth Opportunities: This role offers ample opportunities for professional development and career advancement. Whether you’re honing your skills in investment advisory, portfolio management, or client service, you’ll have the support and resources needed to thrive and progress in your career.

Global Exposure: With expert knowledge of global financial markets being a key requirement for this role, you’ll have the opportunity to expand your understanding of international investment landscapes and contribute to strategic investment decisions that span across borders.

Collaborative Environment: You will work alongside experienced professionals who are passionate about delivering exceptional service and achieving results. The collaborative culture fosters teamwork, idea exchange, and continuous learning, creating a dynamic and supportive work environment.

You will provide personalized investment advice and guidance to a diverse clientele comprising individuals, corporations, and trusts,  create varied portfolio proposals in accordance with clients’ investment goals, employing the Asset Allocation Model as a guiding framework. You will also aid in the oversight of in-house mutual funds, handling tasks such as executing trades and maintaining accurate records, collaborate with the Investment Team to ensure the delivery of exceptional client service, fostering long-term relationships and satisfaction.

• Bachelor’s or Master’s degree in Finance, or a related field.
• Professional courses such as the Canadian Securities Course, Conduct and Practices, or CFA Level I, II, or III.
• 5 plus years’ of experience in investment advisory or portfolio management.
• Expert knowledge of global financial markets.
• Understanding of IFS policies and procedures.

  

Salary: US$84450 – US$126650 doe, plus benefits.

If you’re a driven individual with a passion for investment and portfolio management, we want to hear from you! Apply now to join our clients team!

We believe in inclusive workplaces and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Patrick@theagency.ky.