Работа в России, вакансия - Investment Advisor • Кипр - id411 (вакансия в архиве)

• Development, amendment and maintenance of the Company' s policies and procedures in respect of Investment profiling and suitability testing of clients, target market assessment of products available through the service of investment advice and other matters regarding performance of investment advice function and ensuring their implementation
• Development, amendment and maintenance of Suitability test
• Documenting of procedure of Investment profiling and suitability testing of clients
• Preparation and record keeping of proper documentation of the investment advice including suitability reports
• Monitoring and review of financial instruments offered by the Company through investment advice for the purposes of target market and suitability assessment and documenting of such monitoring and reviews
• Preparation of materials to the Investment Committee in respect of meeting dedicated to products available through the service of investment advice and documenting such meetings

Requirements:

Proven track record with an investment firm in a capacity of an Investment Advisor or a Portfolio Manager, including:

• Understanding of regulatory requirements pertaining to suitability assessment
• Experience in preparing and documenting investment advice or portfolio management decisions
• At least 2 years of experience with the credit analysis of Eurobonds
• CySEC Advanced Certificate
• Ready for relocation to Cyprus