Lead Investment Strategist

2 days ago


Larnaca, Larnaka, Cyprus Click and Connect Online Limited Full time

A distinguished wealth management firm dedicated to providing tailored investment strategies and exceptional advisory services to high-net-worth clients.

Our client is seeking a seasoned Chief Investment Advisor to oversee their investment advisory team in Cyprus. This pivotal role requires a strategic leader with extensive experience in investment management and a passion for delivering high-quality, personalised advice to clients.

Key Responsibilities:

  • Develop and execute the firm's investment advisory strategy for the Cyprus market, aligning with overall business objectives and client needs.
  • Lead and mentor the investment advisory team, fostering a culture of collaboration, excellence, and continuous learning.
  • Provide expert investment advice to high-net-worth clients, ensuring strategies are aligned with their financial goals and risk tolerance.
  • Conduct thorough market research and analysis to identify emerging trends, investment opportunities, and potential risks.
  • Oversee the development and implementation of investment portfolios, ensuring optimal asset allocation in line with client objectives.
  • Monitor investment performance and client satisfaction, making necessary adjustments to advisory approaches as required.
  • Build and maintain strong relationships with clients, understanding their needs and providing proactive communication and support.
  • Stay informed about regulatory requirements and industry developments to ensure compliance and best practices within the advisory function.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field; an advanced degree (MBA) or relevant professional qualifications (CFA, CFP) is preferred.
  • Significant experience (10+ years) in investment management or financial advisory roles, with at least 5 years in a leadership capacity.
  • Proven track record of successfully managing client relationships and providing tailored investment advice.
  • Strong analytical skills with the ability to interpret market data and make informed investment decisions.
  • Excellent communication and interpersonal skills, with a client-centric approach to service delivery and relationship management.
  • In-depth knowledge of investment products, asset classes, and portfolio management strategies relevant to the Cyprus market.

What We Offer:

  • Competitive salary and performance-based incentives.
  • An opportunity to lead a vital function within a prestigious wealth management firm with a strong commitment to client success.
  • A supportive and innovative work environment focused on professional growth and development.


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