Successfully passed Advanced Level examination in any stream. Please refer to the job advert for further information.
Investment Advisor / Trainee Investment Advisor
Capital TRUST Holdings Limited (capitaltrust.lk), is a diversified group of companies engaged in Stock Brokering, Margin Trading, Investment Advisory, Wealth Management, Property Development, Real Estate Solutions, Education, Packaging, Transport Solutions, Information Technology, and Investments.
Capital TRUST Securities (Pvt) Ltd., a member firm of the Colombo Stock Exchange (CSE), is ranked No.1 in terms of Turnover, Brokerage Turnover 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 optimize 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 a license as a Registered Investment Advisor (RIA), to hold the position of 'Investment Advisor'. A committed person can complete these in 1 year. Until such is completed, the successful candidate will function as a Trainee Investment Advisor'.
- With CCM studies, and by understudying a designated Senior Investment Advisor, the successful candidate is required to learn to handle below responsibilities from 4 through to 7. Most of learning would be through self-study.
- However, candidate is expected to possess required skills from 1 through 3, when joining.
Responsibilities:
- Generate independent leads to identify prospective clients with investment capacity, and risk appetite to invest/trade in the CSE.
- Network and participate in suitable forums to identify such clients.
- Visit, and communicate with identified clients to attract them to invest/trade in the CSE.
- Independently read, interpret, and comprehend fundamental and macro-economic research to advice clients.
- Develop an understanding of market technical analysis, to be able to discuss market timing with clients, as required.
- 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:
- Age below 30 years.
- Successfully passed Advanced Level examination in any stream.
- Having completed or studying for a relevant degree or a professional qualification is an added advantage.
- 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 computer literate on Microsoft Word, Excel, PowerPoint and Emailing.
- Outgoing, pleasing personality with engaging conversational abilities.
- Fluent commination 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.
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