Career.lk

Senior Investment Advisors

Capital TRUST Holdings Limited one of Sri Lanka's leading financial solution providers in areas of businesses of fully fledged Stock Broking, Investment Advisory, Research, Margin Trading, Debt Trading, Wealth Management Real Estate, Investments and Education.
Exceptional professionals possessing excellent communication skills in English and Sinhala or Tamil, with an outgoing personality and with a passion for networking to promote financial products 8 services successfully are sought for following full time positions...

Competency Fit

• Will be responsible for attracting and servicing a sound client base both here and abroad for Stock Broking and other related Investments 8 Investment Advisory opportunities offered by group companies. 
• Identify investment strategies for your clients by having a clear understanding of your clients' financial background and wealth creation.
• Based on fundamental research and technical analysis advice; proactively make recommendations and execute orders in the CSE to meet clients' identified financial goals.
• While maintaining solid long-term relationship with existing clients, prospect and develop new clients. 

Requirements

• Sound educational background, preferably with a degree or full / part professional qualification in Finance, Economics, Business or Marketing.
• Related experience in the financial services industry would be an added advantage.
• Full or part qualification in 'Certificate in Capital Markets (CCM) would be preferred.

Please send your CV to our Email id...