We are currently seeking a motivated and detail-oriented graduates to join our team as an ESG Wealth Advisor. This role is ideal for someone who is passionate about responsible investing and looking to apply their financial expertise and critical thinking skills to make a positive impact. The successful candidates will be responsible for providing strategic advice to clients about their investments, with a focus on Environmental, Social, and Governance (ESG) factors.
Responsibilities:
Provide personalized investment advice to a variety of clients, considering their financial goals, risk tolerance, and investment preferences.
Apply knowledge of ESG principles to evaluate investment opportunities and identify potential risks and returns.
Develop and maintain client relationships through regular meetings and communications.
Collaborate with other team members to create comprehensive wealth management plans.
Stay updated on current market trends, ESG research, regulatory changes, and other financial news to provide informed advice.
Participate in continuous professional development activities to enhance your ESG expertise.
Educate clients about the importance of ESG investing and how it aligns with their financial goals and personal values.
Use financial planning tools to analyze complex financial information and propose suitable ESG investment strategies.
Qualifications:
Bachelor's Degree in Finance, Economics, or related field. A master's degree or further qualifications or certification such as CFP or CFA and Investment Risk and Taxation would be an added advantage.
Strong understanding of ESG principles and how they apply to investments.
Excellent analytical, decision-making, and problem-solving skills.
Ability to communicate complex financial concepts in an easy-to-understand manner.
Strong interpersonal skills and a customer-centric mindset.
Proficiency in using financial planning software and other technology tools.
High ethical standards and professionalism, with a commitment to confidentiality and integrity.
How to Apply:
If you are a recent graduate passionate about ESG investing and looking to kickstart your career in wealth management, we would love to hear from you. Please submit your resume and cover letter, outlining your interest and qualifications for this role.
