Investment Advice Strategist

A leading wealth management firm, Click and Connect Online Limited, seeks an accomplished Investment Advice Strategist 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, personalized advice to clients.

• 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 clients' 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.

This role is ideal for experienced professionals who want to excel in a dynamic and innovative work environment. The successful candidate will have a proven track record of successfully managing client relationships and providing tailored investment advice.

Click and Connect Online Limited is a prestigious wealth management firm dedicated to providing exceptional advisory services to high-net-worth clients in the region. We offer a competitive salary and performance-based incentives, as well as an opportunity to lead a vital function within our organization.

• A competitive salary of €80,000 - €120,000 per year, depending on experience.
• Performance-based incentives and bonuses.
• 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.