Our client, a CySEC regulated Forex Company based in Limassol, is looking to hire a motivated individual in the role of Deputy Head of Investment Advice Department with a CFA License.
Responsibilities:
- Assist the Head of Investment Advice in leading and supervising the investment advisory team.
- Provide timely and accurate investment advice to clients, considering their financial goals, risk tolerance, and market conditions.
- Collaborate with the team to create customized investment portfolios aligned with clients' individual needs and objectives.
- Stay updated on current market trends, economic developments, and regulatory changes to provide informed investment recommendations.
- Participate in client meetings and presentations, demonstrating expertise in investment products and market insights.
- Collaborate with other departments to ensure seamless communication and coordination in delivering comprehensive client solutions.
- Contribute to the development and implementation of investment advisory policies and procedures to ensure compliance with CySEC regulations.
- Monitor investment portfolios' performance and assess their alignment with clients' goals.
- Support the training and development of team members to enhance their investment advisory skills and knowledge.
- Assist in the preparation of reports, presentations, and compliance documentation as required.
Requirements:
- Bachelor's degree in Finance, Economics, Business, or a related field; Master's degree
- CFA qualification.
- A minimum of 5 years of relevant experience in investment advisory within a CySEC-regulated environment.
- Strong understanding of investment products, financial markets, and investment strategies.
- In-depth knowledge of CySEC regulations and compliance requirements.
- Proven leadership skills with the ability to guide and mentor team members effectively.
- Excellent communication and interpersonal skills, with the ability to build relationships with clients and colleagues.
- Analytical mindset and the ability to evaluate and interpret complex financial data.
- Proficiency in financial analysis tools, software, and Microsoft Office Suite.
- Strong organizational skills and attention to detail.
To apply:
Please send your CV to StaffMatters at admin@smstaffmatters.com and mention that you are applying for the vacancy of Deputy Head of Investment Advice Department with reference number 1809.
Or you can apply directly through your candidate login by hitting the APPLY button.
