Investment Consultant

Investment Consultant Job Description Template

Our company is looking for a Investment Consultant to join our team.


  • 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.


  • Customer Service;
  • Pension;
  • Problem solving;
  • Communication skills;
  • Investment;
  • Client Services;
  • Consult.