Investment Consultant Job Description Template
Our company is looking for a Investment Consultant to join our team.
Responsibilities:
- Designing innovative investment strategies including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios;
- Working within the Investment Consulting team to ensure our advice is produced to the highest quality;
- Leading the delivery of advice at client meetings and helping clients decide what action to take.
Requirements:
- Customer Service;
- Pension;
- Problem solving;
- Communication skills;
- Investment;
- Client Services;
- Consult.