Investment Fund Manager
Your tasks
About the Role Your role is to help clients understand their objectives, evaluate suitable solutions, and translate them into practical strategies.
This is a client-facing investment role for individuals who enjoy learning about fund managements, comparing different approaches, and helping people make informed financial decisions.
- Understand clients' investment goals, time horizons and risk preferences
- Evaluate and compare investment solutions across different providers.
- Review existing portfolios for concentration, duplication, diversification and alignment gaps.
- Develop investment strategies by combining suitable solutions rather than recommending products in isolation.
- Explain investment recommendations and risks in clear, practical terms.
- Support clients through market changes and conduct regular investment reviews.
- Stay informed on market developments, investment themes and available solutions.
Requirements
Who We're Looking For
- Minimum Local Diploma or Degree (all disciplines welcome)
- Strong interest in investment, markets and wealth management
- Self-driven, curious and eager to learn
- Comfortable working directly with clients
No prior financial advisory experience is required. Fresh graduates and career switches are welcome.
What we offer
- Flexible schedule
- Professional Development
- Work from home