Key Skills :
Outgoing, pleasing personality with engaging conversational abilities.
Fluent commination skills in English and Sinhala or Tamil.
Exposure relevant systems as Bloomberg would be beneficial.
Previous related experience in CSE Investment Advisory would be a significant advantage.
Need to be highly computer literate.
Job Description
Reporting to the designated senior supervisor / the CEO, with minimum supervision, the candidate would hold a fulltime engagement with accountability to carry out the role of advising clients, in line with respective client’s wealth management objectives, to optimise their trading opportunities in the CSE.
Ability to independently read, interpret and comprehend fundamental and macro-economic research to formulate timely investment opportunities and horizons in the CSE.
Ability to understand and advice on technical analysis information to clients’ to undertake optimal trading windows in the CSE.
Understand each client’s wealth management objectives and risk appetite for investments in the CSE.
Within each client’s identified scope advise clients’ for their optimal participation in the CSE.
REQUIREMENTS
Certificate in Capital Markets (CCM) issued by the CSE.
Solid educational background in Finance, Economics or Business at Bachelor’s level or equivalent Professional Qualifications.
Postgraduate qualification in a related disciplines or part CFA would be an advantage.