Fund Investment Associate

Job Details

Job Summary:

The Investment Fund Associate will be responsible for promoting financial products, collecting necessary information and data, and evaluating clients' risk profiles to assess their ability and willingness to take on financial risks.

Key Responsibilities:

• Promote financial products to clients and potential customers.
• Gather and analyze required information and data related to clients' financial needs.
• Evaluate clients' risk profiles, determining their capacity and inclination to accept financial risks.
• Collaborate with other departments to ensure effective communication and delivery of financial solutions.
• Maintain up-to-date knowledge of financial markets and products to provide informed recommendations.

Qualifications and Experience:

Required:

• A university degree in a relevant field with a minimum of 3 years of experience in financial analysis, financial markets, investment, wealth management, or financial planning.

Qualifications:

At least 3 years of experience in financial analysis or related fields, accompanied by one of the following certifications:

• Accredited Financial Analyst
• Certified Investment Professional
• Certificate in Quantitative Finance
• Chartered Financial Analyst
• Certified International Investment Analyst
• Master Financial Risk Manager (FRM)
• ICA Specialist Certificate in Conduct Risk

Requirement:

• SCA approved or have experience working with SCA-licensed companies will be an advantage.