Investment Consultant

Employer: confidential
Domain:
  • Insurances - Financial Intermediaries
  • Banks - Financial Institutions
  • Accounting - Finance
  • Job type: special project
    Job level: 1 - 5 years of experience
    Location:
  • BUCHAREST
  • Updated at: 10.12.2016
    Requirements

    - A minimum of 3 years of experience in financial sector, in a leadership position (banking, financial departments inside multinational companies, brokerage, financial investment or related).
    - Licensed by the Brokers Association in Romania (asociatiabrokerilor.ro) or by ASF Romania (asfromania.ro) as an Investment Consultant is considered a big plus
    - A clean criminal record
    - Excellent command of English

    Responsibilities

    Responsibilities:
    - Respects and applies in all the company’s procedures the legislation regarding financial investments.
    - Offers financial consultancy to company’s clients
    - Understands macro events that impact the evolution of the financial market and takes the appropriate decisions in order to increase company’s results.
    - Is responsible for creating the necessary financial reports
    - Is responsible for coaching and developing sales agents and making sure they are always up to date with the trends in the financial market.