Serve as the primary investment consultant on medium and large clients.
Generate sales by expanding revenues from existing clients.
Provide investment advice to a wide range of institutional clients.
Create and evaluate investment strategies and their impact for large and jumbo market clients.
Implement efforts to aggressively market and expand the Investment Consulting business.

A Bachelor’s degree in finance, economics, mathematics, or other business-related area.
AMIB Figura 3 certification.
8+ years’ experience in investment consulting.
Strong mathematical and financial skills.
Good knowledge of pensions industry, markets, investment managers, and relevant legislation.
Specialized knowledge of investment products and services.
Advanced skills in MS Office – Word, PowerPoint, and Excel.
Strong command of spoken and written English is a must.

Institutional Investment Manager

Key skills