Investment Advisor / Trainee Investment Advisor

Role Summary

Capital TRUST Securities (Pvt) Ltd is seeking 5 self-driven professionals for a full-time engagement. Reporting to a Senior Investment Advisor or the CEO, the role involves advising clients on wealth management objectives and optimizing trading opportunities in the Colombo Stock Exchange (CSE).

Key Responsibilities

• Generate independent leads to identify prospective clients with investment capacity and risk appetite.
• Network and participate in forums to identify new clients.
• Visit and communicate with clients to attract them to invest/trade in the CSE.
• Read, interpret, and comprehend fundamental and macro-economic research to advise clients.
• Develop an understanding of market technical analysis to discuss market timing.
• Understand client wealth management objectives and risk appetite.
• Advise clients within their identified scope for optimal participation in the CSE.

Requirements

• Age below 40 years.
• Successfully passed Advanced Level examination in any stream.
• Relevant degree or professional qualification is an added advantage.
• Prior experience in or ability to undertake Business Development, Sales, or Client Relations.
• Highly computer literate (Microsoft Word, Excel, PowerPoint, and Emailing).
• Outgoing, pleasing personality with engaging conversational abilities.
• Fluent communication skills in English, and Sinhala or Tamil.
• Must obtain a Certificate in Capital Markets (CCM) and Registered Investment Advisor (RIA) license (Trainee status until completed).

Salary/Benefits

• Attractive remuneration package based on performance.

Location

42, Sir Mohammed Macan Markar Mawatha, Colombo 03, Sri Lanka.