Investment Advisor / Trainee Investment Advisor
Banking / Insurance / Financial Services
About the Employer
Job Description
WE ARE HIRING
INVESTMENT ADVISOR / TRAINEE INVESTMENT ADVISOR (RIA)
ACAP Stock Brokers, a prominent member of the Colombo Stock Exchange, emphasizes professionalism and strong values. The expert team is focused on achieving exceptional results and expanding their customer portfolio. As market activity increases, they are also looking to grow their team to shape financial success and future growth.
DUTIES & RESPONSIBILITIES
- Proactively generate independent leads and acquire new clients with investment capacity and appropriate risk appetite for the CSE
- Develop and manage personalized investment strategies aligned with clients' financial goals and risk tolerance
- Interpret and apply fundamental and macroeconomic research to provide sound investment advice
- Act with fiduciary responsibility, ensuring full compliance with regulatory and ethical standards
- Build and maintain long-term client relationships through regular communication and portfolio reviews
- Execute buy and sell orders efficiently on behalf of clients
- Stay updated on market trends, economic developments, and emerging investment opportunities
CANDIDATE PROFILE
- Fully or partly qualified in Certificate in Capital markets programs.
- Good command of English (written and spoken)
- Strong analytical and research skills
- Excellent IT literacy.
- Interest in capital markets and stock market research
APPLY
Please email your comprehensive CV, together with the names and contact details of two non-related referees, to [email protected] within 10 days of this advertisement publish date www.acapstockbrokers.lk
ACAP Stock Brokers (Pvt) Ltd
No: 17, Laurie's Place, Colombo 04, Sri Lanka
Tel: +94 112 162 100 | +94 704 779 500
