Investment Advisor - Gibraltar

Purpose of the Role: To become the "centre of financial markets knowledge" with the goal to optimise the relationships' ROA while ensuring product suitability and matching clients profiles and expectations. To build trust and mutual respect with clients and Relationship Managers. To contribute to the improvement of the internal and external image of Private Clients organisation by offering innovative. higher-income-generating products and increasing the placement of existing core products. Responsible for the implementation of Investment Advisory Guidelines.

KEY RESPONSIBILITIES
• Establish and maintain good relations with Relationship Managers and Account Managers and Administrative Assistants and other relevant specialists.
• Give regular feedback to superiors and colleagues
• Share knowledge with peers.
• Ensure that the information flow in terms of market views recommendations and products reaches the Relationship Managers in a timely fashion to be implemented systematically in client portfolios and fits into the risk profile of the client.
• To be committed to the right implementation of the Investment Advisory Cycle (lAC) by checking the appropriate profiling and diversification of client portfolios.
• Support Senior Investment Advisor in his capacity to meet Relationship Manager's demands.
• Initialise, implement and monitor trading ideas, according to the lAC policies.
• Monitor portfolios and give investment advice directly and indirectly.

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