Investment Consultant Job Description
Investment consultant
provides above average knowledge and understanding of Financial, Tax and Estate Planning principles to each client's personal financial situation if required.
Investment Consultant Duties & Responsibilities
To write an effective investment consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included investment consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
To help RMs to achieve their targets on investment products
To acquire and build a large base of customers by meeting their needs with investment products
Provide training to RMs on investment products & currency allocation concept and Proactively advise RMs and/or clients on market trends, implication
Analytical services
Anticipate the changing needs of clients and promote services pro-actively to meet these needs
Provide sales support via handling incoming calls and questions from the Advisory Teams in the field
Respond to client portfolio assessment requests by crafting robust, customized analyses
Manage the operation by stewarding the project pipeline
Continually expand and deepen investment, portfolio construction and iShares product knowledge base
Prepares and presents a weekly regional update to the Divisional Director on the status of the region
Investment Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Investment Consultant
List any licenses or certifications required by the position: CFA, CIMA, CAIA, CFP, CPA, MBA, II, CACS, PMO, AAMS
Education for Investment Consultant
Typically a job would require a certain level of education.
Employers hiring for the investment consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Business, Education, Associates, Economics, Accounting, Financial Services, MBA, Mathematics, Management
Skills for Investment Consultant
Desired skills for investment consultant include:
Products
Policies
Merrill products
Services while keeping abreast of financial markets and regulations
Organization
Services
Financial markets and trading strategies
Investments and financial markets and apply key principles appropriately to the individual client's investment needs
Products & services available throughout the enterprise and can align to client's need
Managed money solutions and financial planning concepts
Desired experience for investment consultant includes:
Experience with Bloomberg, Open Bloomberg and / or Charles River a plus
The successful candidate will have 3 + years' experience in a similar role
Make joint calls and face to face appointments with branch sales
Co-ordinate regular training and refreshment courses to all front-line staff
Sales Focus
Strategy and leadership demonstration
Investment Consultant Examples
1
Investment Consultant Job Description
Job Description Example
Our growing company is looking for an investment consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment consultant
- Attains designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development, and Retention) at an individual level branch level
- Drives face to face customer appointments and interactions in the branch outbound phone sale opportunities
- Cultivate on-going relationships with clients, prospects and internal partners through high-volume outbound and inbound calls, walk-ins, appointments and emails for asset gathering purposes
- Using an adaptive, proactive and consultative approach, identify and follow-up on all opportunities to establish or expand relationships
- Provide investment advise to a wide range of institutional clients
- Building and maintaining a positive, ongoing relationship with clients
- Monitor added value after fees of actively managed investment options
- Responsible for actively networking with bank associates to identify prospective clients and new opportunities to develop and expand client financial relationships
- Manager Research - Evaluate existing and prospective managers supporting the Pacific Select Fund and Pacific Funds platforms comprising $50 billion of combined assets, on an ongoing basis
- Portfolio Construction – Act askey contributor to the portfolio construction process of the more than 15 portfolios and over $30 billion in assets managed by PLFA
Qualifications for investment consultant
- Contribution to the development of overall asset allocation and investment strategy
- University degree or above (Recognised by the state)
- More than 2 years of banking/finance relevant working experience
- Network or access to investor database, clients and strong relationship with wealth management companies will be preferred
- Undergraduate degree in finance-related field or equivalent combination of training and experience
- 7-10 years of client-facing investment experience, liability-driven investment experience
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Investment Consultant Job Description
Job Description Example
Our company is growing rapidly and is hiring for an investment consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment consultant
- Build and manage relationships with clients and ensures clients’ needs are identified and met
- Delivers projects to agree specifications within timescales agreed
- Manage and participate in technical areas of investment consulting as agreed by the Head of Investment Consulting
- Participate in the career growth of others within the team, as a mentor and manager
- Work alongside Actuaries and DB Consultants in the same practice on full service clients
- Develop, coordinate and execute user acceptance testing
- Continuous improvement of platform operations and functionality
- Co-create platform proof of concept and lead vendor analyses
- Ad-hoc Requests & Team Management
- Perform plan design and benefit adequacy evaluation
Qualifications for investment consultant
- Superior analytical, project management, sales, and communication skills
- Ability to manage, motivate, and mentor junior-level staff
- Adaptable, collaborative, and decisive investment advisor
- CFA charter holder or MBA preferred
- Preferably Threshold Competent
- Provide oversight of off shore team, mentoring and supporting their development to help assist London Client Service team
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Investment Consultant Job Description
Job Description Example
Our company is searching for experienced candidates for the position of investment consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment consultant
- Establish project plans for DC plan implementations and management of timelines, deliverables and budgets
- Design optimal investment structures, selection and ongoing monitoring of investment managers and funds
- Plan governance process development, implementation and on-going application
- Prepare or review of member communication materials as needed to supplement the materials provided by record keepers
- Participate in new business development activities by partnering with Mercer consultants and promoting Mercer’s DC related solutions
- Grow a book of retainer and project relationships through new business presentations, RFP responses, and joint calling with other colleagues, both within the Wealth practice and cross-lines of business
- Look for opportunities to improve on existing processes related to transition and implementation
- Participate in the development of intellectual capital for the team
- Serves as senior investment consultant for assigned Institutional Advisory clients, representing advisory capabilities to key decision makers, investment committees, and Board members
- Conducts investment reviews for the client's various asset pools (DB, DC, Corporate Assets)
Qualifications for investment consultant
- Good communication, presentation and coordination skill
- Participation in an asset class research group
- Taking responsibility for all aspects of operational oversight – including monitoring, query management, investigation work and Change with our Third Party Provider IFDS
- We are looking for someone who will bring fresh impetus to the team with the ability to constructively challenge the status quo
- Either a relevant degree or able to demonstrate a suitable depth of intellectual rigour and maturity
- IAQ / IMC or equivalent
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Investment Consultant Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment consultant
- Provide advisory service to client in terms of industry background, market anlaysis and financial planning
- Develop investment strategy for clients with large-scale land, infrastructure and property development projects in China at the planning stage
- Work closely with client regarding to the land use, real estate, urban economics and development finance teams to identify and secure suitable investment partners
- Take lead in project management, client relation management, and technical delivery
- Support on managing relationships with existing clients, fund managers and custodians
- The development of new business opportunities across pension, insurance, wealth management and other professional investors in the GCC countries
- Prepare and peer review reports for client and research purposes
- Develop ways to grow the business
- Ensure there is a collegiate culture working with Wealth team and Global Mercer Sentinel
- Mentor and develop core consulting team members
Qualifications for investment consultant
- A good understanding of collective instrument schemes – how they are structured and how they operate to benefit customers
- Knowledge of relevant regulation within the UK and the EU ad how it impacts AIUK’s broader supply chain
- Able to identify solutions to business problems
- An innovative thinker with the confidence and ability to challenge the status quo and suggest better ways of working
- Comfortable working both independently and within a team
- Able to adopt a structured approach to work along with the flexibility to work effectively “on site” and at third party locations
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Investment Consultant Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment consultant
- Collaborates and consults with advisors and other team members to build complex financial plans and models to support external client investment needs
- Acts as a subject matter expert in design and debrief meetings to identify case-specific observations and makes appropriate recommendations to advisors
- Reviews, identifies, and communicates recommendations on complex and high net worth cases to advisors and other team members
- Acts as the point of contact for field advisors and staff seeking technical and/or planning support from LFN's National Planning Center
- Provides direction and investment solutions to advisors on goal-based plans for their external clients
- Maintains a national speaking presence at company-wide training events
- Coaches advisors on all stages of the investment planning cycle
- Directs training on financial planning & timely investment topics to team members, advisors, and office staff when necessary
- Keep abreast with financial markets, instruments and regulatory developments
- Help determining the appropriate asset allocation and manage any changes
Qualifications for investment consultant
- A strong communicator, also able to use strong written skills to produce high quality reports
- A good analytical mind, also highly numerate
- Degree along with progress towards relevant professional qualifications such as CFA, CAIA, FIA or equivalent
- Insight into practical issues of investment management organizations (investment process, organizational structure and people, marketing, business management and strategy)
- Strong oral and written communication skills and ability to liaise with internal and external constituencies
- Track record of mentoring junior colleagues to deliver high quality work