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Investment Performance Specialist
2 months ago
Job Title: Investment Performance Consultant
Job Type: Full-time
Company: Euro London Appointments
Location: Remote
About Us:
We are a leading financial services firm dedicated to delivering exceptional client experiences and innovative financial solutions.
About the Role:
We are seeking a highly skilled Investment Performance Consultant to join our team. As a key member of our financial services team, you will play a pivotal role in driving client growth and developing tailored investment strategies.
Key Responsibilities:
- Build and Maintain Client Relationships: Establish and maintain strong, long-lasting relationships with Swedish-speaking clients, understanding their needs and financial objectives.
- Investment Strategy Development: Develop and implement customized investment strategies, focusing on maximizing returns while managing risk.
- Risk Assessment and Management: Evaluate financial risks and develop strategies to mitigate potential losses.
- Data Analysis: Utilize advanced data analysis and Excel skills to analyze market trends and investment opportunities.
- Collaboration: Work closely with the sales and analytics teams to support business development and client acquisition efforts.
- Performance Monitoring: Regularly review and report on investment performance, making adjustments to strategies as needed.
Requirements:
- Fluency in Swedish and English: Both written and spoken fluency required.
- Education: Bachelor's degree in finance, economics, business, or a related field. Relevant experience in investment advising may be considered in lieu of a degree.
- Experience: Proven experience in investment advisory or a related financial role desirable.
- Skills: Proficiency in Microsoft Excel and data analysis tools. Familiarity with financial software and platforms is a plus.
- Interpersonal Skills: Strong interpersonal skills with a knack for building rapport and trust with clients.
What We Offer:
- Competitive Salary: Enjoy a competitive salary with performance-based bonuses.
- Comprehensive Benefits Package: Access to a comprehensive benefits package.
- Continuous Professional Development: Opportunities for continuous professional development and career advancement.
