Senior Investment Advisor

About the role

The Senior Investment Advisor provides comprehensive financial guidance to clients, designing investment strategies that match their goals, risk tolerance, and time horizons. This full‑time, on‑site position in Kathmandu involves direct client interaction, portfolio monitoring, and continuous market analysis.

Key responsibilities

• Provide comprehensive financial guidance and develop tailored investment plans for clients.
• Meet with clients on‑site in Kathmandu to assess their financial situation, risk tolerance and time horizon.
• Monitor portfolio performance, recommend adjustments based on market conditions and regulatory changes.
• Prepare regular reports and communicate investment options and outcomes clearly to clients.
• Collaborate with internal teams while maintaining strict confidentiality and high service standards.

Required profile

• Proven senior‑level experience in advisory or financial services, preferably client‑facing.
• Bachelor’s degree or higher in Finance, Economics, Business or related field; CFP or CFA certification is a plus.
• Strong analytical, quantitative and problem‑solving abilities with high attention to detail.
• Excellent written and verbal communication skills in English and Nepali.
• High ethical standards and adherence to regulatory and compliance requirements.

Required skills

• Financial Planning
• Investment Strategies
• Portfolio Construction
• Asset Allocation
• Risk Management