Investment Advisor | Trainee Investment Advisor
Banking / Insurance / Financial Services
About the Employer
Job Description
Exciting Opportunities in Capital Markets for Investment Advisor / Trainee Investment Advisor
5 Positions
Capital TRUST Holdings Limited (capitaltrust.lk) is a long standing diversified group of companies engaged in Stock Broking, Investment Advisory, Property Development, Real Estate Solutions, Education, Packaging, Information Technology and Investments.
Capital TRUST Securities (Pvt) Ltd., a member firm of the Colombo Stock Exchange (CSE), is a leader in Turnover, Brokerage, and number of Transactions in year 2021, FY 2021/22, Year 2022 and FY 2022/23 and is seeking exceptional self-driven professionals to support its expansion.
Job Profile:
In a full-time engagement, reporting to a designated Senior Investment Advisor, the CEO, with minimum supervision, will advise clients, in line with respective client’s wealth management objectives, to optimise trading opportunities in the CSE.
Training, Certification & Licensing Requirements:
- As per the Securities and Exchange Commission (SEC) regulations, a person needs to obtain a Certificate in Capital Markets (CCM), and complete related requirements to receive licensing as a Registered Investment Advisor (RIA), to hold the position of Investment Advisor.
- Prior experience in or ability to undertake Business Development, Sales, or Client Relations in building and sustaining relationships is a significant advantage.
- Need to be highly proficient in Microsoft Word, Excel, PowerPoint and Emailing.
- Outgoing, pleasing personality with engaging conversational abilities.
- Fluent communication skills in English, and Sinhala or Tamil.
Remuneration:
The successful candidate would be rewarded with an attractive remuneration package based on performance.
We are an equal opportunity employer. All information would be treated as strictly confidential.
This position is for a person who is genuinely interested in developing a career as an Investment Advisor in the Stock Brokerage area. You should apply ONLY if you committed to this journey.
If you are up to this challenge, please email your CV with a recent passport size photograph and details of two non-related referees to [email protected], within 14 days of this advertisement, stating the position applied for in the subject line of the email.
To support your application, together with your CV, it would be best to submit a write-up no longer than one (1) A4 page, as to why you believe that you are the ideal candidate for this opportunity.
Capital TRUST Securities
The Partner You Trust In Wealth Creation
42, Sir Mohammed Macan Mawatha, Colombo 03, Sri Lanka.
www.capitaltrust.lk
